Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jammie? Claim Your ProfileJammie Annette Serrano is a financial advisor with AE Wealth Management, LLC. Jammie is a registered investment advisor in California and Kansas. Jammie has been in the financial services industry since 2006. Jammie works with individuals, businesses, and retirement plans. Jammie is a licensed Series 6, 26, 63, and 65 representative. Jammie also has experience working with Global Financial Private Capital, Platinum Wealth Planning, and Advisors Excel.
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
KS
04/26/2016 - Present
AE Wealth Management, LLC (Topeka KS)
KS
04/06/2010 - 07/26/2010
THE O.N. EQUITY SALES COMPANY (TOPEKA KS)
KS
10/11/2006 - 01/24/2007
SECURITY DISTRIBUTORS, INC. (TOPEKA KS)
IA
Issued 12/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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