Unclaimed
Jamie McDermott is a financial advisor with Voya Financial Advisors, Inc. with over 25 years of experience in the financial services industry. Jamie holds Series 6, 7, 63 and 65 securities licenses and a SIE designation. Jamie has experience providing financial advice to individuals, families, and businesses. Jamie specializes in financial planning, investment management, and retirement planning. Jamie is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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
IA
04/30/2020 - Present
Voya Financial Advisors, Inc. (DES MOINES IA)
IA
01/22/2002 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (DES MOINES IA)
TX
03/12/1999 - 01/16/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/09/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NA
10/07/1998 - 01/20/1999
THE VARIABLE ANNUITY MARKETING COMPANY
IA
08/12/1997 - 11/17/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 02/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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