Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jimmy? Claim Your ProfileJimmy Weston Price is a financial advisor at Ameriprise Financial Services, LLC. Jimmy has been in the financial industry for over 38 years. Prior to joining Ameriprise, Jimmy worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC.. Jimmy is licensed to provide financial advice in Arkansas, California, Colorado, Florida, Michigan, Minnesota, North Carolina, Ohio, and Texas. Jimmy's registrations are currently active. Jimmy has a Series 7, Series 63, Series 65 and SIE license. Jimmy's specializations include Investment Advisory Services, Portfolio Management, Financial Planning, Pension Consulting, Asset Allocation Services, Education Seminars, Publication of Periodicals, Selection of Other Advisers and Portfolio Management for Businesses.
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.
Asset allocation services
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
MI
03/29/2019 - Present
Ameriprise Financial Services, LLC (SAGINAW MI)
MI
01/01/2008 - 10/13/2014
WELLS FARGO ADVISORS, LLC (BAY CITY MI)
MI
08/30/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BAY CITY MI)
NA
02/15/1988 - 09/09/1988
SHEARSON LEHMAN HUTTON INC.
NA
04/24/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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