Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmie? Claim Your ProfileJimmie Marlin Collicott is an investment advisor representative with Edelman Financial Engines, based in Waukesha, WI. Jimmie has been in the financial services industry since 1996, working for a number of firms including Stifel, Nicolaus & Company, Incorporated, CU Investment Solutions, Inc., Piper Jaffray & Co., and Citigroup Global Markets Inc. Jimmie has a wide range of experience providing financial advice and managing investments. Jimmie holds Series 7, 63, and 65 licenses.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
WI
11/30/2016 - Present
Edelman Financial Engines (WAUKESHA WI)
WI
12/12/2007 - 06/16/2011
SII INVESTMENTS, INC. (BROOKFIELD WI)
WI
07/18/2006 - 12/11/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BROOKFIELD WI)
WI
01/26/2006 - 07/17/2006
CU INVESTMENT SOLUTIONS, INC. (MUSKEGO WI)
MN
05/10/2004 - 09/23/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
02/02/2001 - 05/20/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
WI
01/28/2000 - 02/02/2001
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
IL
08/22/1996 - 06/03/1997
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
BC
Issued 10/07/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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