Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lynch is a financial advisor with over 20 years of experience in the industry. Jamie has been registered with the state of Iowa since 2002 and has a Series 6, 7, and 66 licenses. Jamie is a Certified Financial Planner and is currently employed by Captrust. Jamie specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Jamie is committed to helping clients achieve their financial goals and providing them with the personalized service they deserve.
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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2
IA
10/26/2021 - Present
Captrust (West Des Moines IA)
IA
09/25/2002 - 12/04/2017
PRINCIPAL SECURITIES, INC. (WEST DES MOINES IA)
BOTH
Issued 12/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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