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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 Nicole Scott is a Certified Financial Planner™ and an Investment Advisor Representative with True North Advisors, LLC, a firm headquartered in Dallas, TX. Jamie Nicole has been in the industry since 2010. Jamie Nicole Scott is currently registered with Texas. Jamie Nicole Scott has earned the Series 65 license. Jamie Nicole specializes in financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/18/2019 - Present
True North Advisors, LLC (DALLAS TX)
IA
Issued 10/11/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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