Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie McDonald is a financial advisor registered with Nations Financial Group, Inc. Jamie has been in the financial services industry since 2003 and is licensed in Iowa and several other states. Jamie also provides financial services through Core Investments Group. Jamie has a background in education and provides financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. Jamie holds the CERTIFIED FINANCIAL PLANNER™ designation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
06/16/2016 - Present
Nations Financial Group, Inc. (CEDAR RAPIDS IA)
IA
08/11/2011 - 01/18/2012
NYLIFE SECURITIES LLC (DUBUQUE IA)
IA
07/02/2010 - 07/22/2011
VSR FINANCIAL SERVICES, INC. (DUBUQUE IA)
IA
06/30/2005 - 07/07/2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (DUBUQUE IA)
WI
08/08/2003 - 04/07/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 02/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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