Unclaimed
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 professional with over 10 years of experience in the financial services industry. Jamie is currently registered with Cetera Investment Advisers LLC in Kansas and Texas. Jamie specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Jamie is a highly qualified professional with a wide range of experience and expertise, and Jamie is committed to providing her clients with the highest level of service.
ROSSVILLE, KS
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.
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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 5/5/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/13/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/5/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/8/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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