Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Rolanda Endicott is a financial professional with experience in the financial services industry. Jamie currently works for Northwestern Mutual Investment Services, LLC where Jamie holds a Series 63 and Series 65 license and has been registered since October 2022. Previously, Jamie was associated with WELLS FARGO CLEARING SERVICES, LLC from August 2022 to October 2022.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
ID
10/27/2022 - Present
Northwestern Mutual Investment Services, LLC (Sandpoint ID)
ID
08/08/2022 - 10/13/2022
WELLS FARGO CLEARING SERVICES, LLC (SANDPOINT ID)
IA
Issued 09/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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