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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmie? Claim Your ProfileJimmie Alexander is a financial advisor with Osaic Wealth, Inc. Jimmie is registered to provide investment advice in 8 states. Jimmie is a Certified Financial Planner. Jimmie has been in the financial industry since 1990. Jimmie has experience working with a variety of clients including individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, state or municipal government entities. Jimmie's current firm Osaic Wealth, Inc. provides portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, selection of other advisers, and educational seminars.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (PETALUMA CA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (PETALUMA CA)
CA
11/24/1998 - 12/08/2016
FOOTHILL SECURITIES, INC. (PETALUMA CA)
AZ
07/12/1995 - 12/11/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
11/02/1990 - 07/19/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/02/1990 - 07/19/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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