Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Spencer Head is an investment advisor representative at LPL Financial LLC in Edmond, Oklahoma. Jamie has been in the securities industry since August 10, 1984. Jamie specializes in providing financial planning, portfolio management, and educational seminars. Jamie is registered with the state of New Mexico, Oklahoma, and Texas.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
05/18/1999 - Present
LPL Financial LLC (EDMOND OK)
MA
05/21/1985 - 06/04/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/21/1985 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
06/19/1984 - 03/28/1985
MONY SECURITIES CORP.
IA
Issued 06/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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