Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Rose Tracey is a financial advisor registered in 8 states with a Series 6 and Series 63 license. Jamie holds a Securities Industry Essentials Examination (SIE) license. Jamie has been in the industry since August 18, 2016, most recently with Lincoln Financial Distributors, Inc. Before joining Lincoln Financial Distributors, Inc., Jamie was affiliated with Lincoln Financial Advisors Corporation in Vancouver, Washington.
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.
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.
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2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
WA
08/19/2016 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (VANCOUVER WA)
BC
Issued 09/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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