Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Suzanne Staggs is an investment advisor representative who has been in the industry since 2019. Jamie Suzanne Staggs is currently registered with Lifestyle Asset Management, Inc. and is licensed in Texas. Jamie Suzanne Staggs previously worked at FIRST ALLIED SECURITIES, INC. and has experience in financial planning.
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.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/21/2021 - Present
Lifestyle Asset Management, Inc. (FRIENDSWOOD TX)
TX
09/24/2020 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (FRIENDSWOOD TX)
BOTH
Issued 06/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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