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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Nichole Heydenreich is a financial advisor with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Jamie has been in the industry since 2017, and has offices in Rossville, KS. Jamie is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). In addition, Jamie is registered with the state of Kansas and Texas as an investment advisor representative. Jamie has a wide range of experience in financial planning, portfolio management and pension consulting. Jamie has a strong commitment to providing exceptional service to clients and is committed to helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
01/24/2023 - Present
Cetera Investment Advisers LLC (ROSSVILLE KS)
KS
01/19/2021 - 08/20/2021
AE FINANCIAL SERVICES, LLC (Topeka KS)
KS
10/03/2011 - 03/16/2015
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
IA
Issued 05/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/13/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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