Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamison? Claim Your ProfileJamison Ann Lake is a financial professional with experience in the financial services industry. Jamison is currently registered with Osaic Wealth, Inc. and is located in Chesterfield, MO. Jamison has held previous roles at Securities America, Inc., also in Chesterfield. Jamison holds the Series 7TO and SIE licenses. Jamison specializes in financial planning, pension consulting and portfolio management.
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.
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
MO
06/14/2024 - Present
Osaic Wealth, Inc. (CHESTERFIELD MO)
MO
05/10/2024 - 06/14/2024
SECURITIES AMERICA, INC. (CHESTERFIELD MO)
BC
Issued 05/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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