Unclaimed
Jimmie Harding is a financial advisor registered with Cambridge Investment Research Advisors, Inc. in Bremerton, WA. Jimmie is a veteran of the financial services industry, having started their career in 1983. They are licensed to offer investment advice in Washington. Jimmie has experience working with individual investors, high-net-worth individuals, and institutional clients. In addition to their work as a financial advisor, Jimmie is also a real estate owner.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WA
05/08/2024 - Present
Cambridge Investment Research Advisors, Inc. (Bremerton WA)
WA
05/01/2007 - 12/31/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BREMERTON WA)
WA
03/08/1993 - 03/30/2007
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BREMERTON WA)
NE
08/30/1983 - 08/20/1992
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
IA
Issued 01/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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