Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Sue Botts is a financial advisor with Wells Fargo Clearing Services, LLC. Jamie has been working in the financial industry since 1991. Jamie is registered as a Registered Representative and Investment Advisor Representative in Kansas, Missouri and Texas. Jamie also holds Series 7, 31 and 65 licenses. Jamie has experience working with individuals, families, businesses and institutions.
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.
Investment consulting services to institutional clients
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.
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2
KS
06/18/2021 - Present
Wells Fargo Clearing Services, LLC (OVERLAND PARK KS)
MO
06/03/2005 - 05/17/2006
MORGAN STANLEY DW INC. (KANSAS CITY MO)
TN
11/15/2001 - 04/05/2005
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
KS
08/29/1994 - 01/07/2000
CORPORATE NETWORK BROKERAGE SERVICES, INC. (OVERLAND PARK KS)
NY
03/13/1992 - 07/29/1994
J.C. BRADFORD & CO. (NEW YORK NY)
MO
06/03/1991 - 04/01/1992
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
08/17/1990 - 03/12/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IL
03/21/1989 - 06/08/1990
RODMAN & RENSHAW INC. (CHICAGO IL)
IA
Issued 06/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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