Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Jamieson is a financial advisor with over 10 years of experience in the industry. Kimberly is currently registered with Osaic Wealth, Inc. and holds licenses in Arizona, Arkansas, California, Florida, Illinois, Louisiana, Maryland, Michigan, Nevada, North Carolina, Ohio, Tennessee, Texas and Wyoming. Kimberly also holds the Series 6, 7, 63 and 65 licenses and the SIE exam. Kimberly has experience with a wide range of clients, including individuals, families, businesses, and retirement plans. Kimberly specializes in providing financial planning, investment management, and retirement planning services. Kimberly provides various types of financial planning, investment management, and retirement planning services. Kimberly has previously been registered with a number of other firms, including Signator Investors, Inc., CoreCap Investments, Inc., Wunderlich Securities, Inc., TD Ameritrade, Inc., Advance Capital Services, Inc. and Pruco Securities, LLC.
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.
1
2
MI
11/02/2018 - Present
Osaic Wealth, Inc. (SOUTHFIELD MI)
MI
11/27/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MI
05/20/2016 - 10/14/2016
CORECAP INVESTMENTS, INC. (SOUTHFIELD MI)
MI
10/02/2015 - 04/20/2016
WUNDERLICH SECURITIES, INC. (BIRMINGHAM MI)
MI
12/27/2013 - 08/15/2014
TD AMERITRADE, INC. (BIRMINGHAM MI)
MI
02/12/2013 - 06/13/2013
ADVANCE CAPITAL SERVICES, INC. (SOUTHFIELD MI)
MI
12/17/2010 - 02/11/2013
PRUCO SECURITIES, LLC. (TROY MI)
IA
Issued 02/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kimberly Jamieson is the right advisor for you? Invested Better is here to help.
