Unclaimed
Parker Jamieson is an investment advisor representative with Plante Moran Financial Advisors. Parker has been in the financial services industry since August of 2023. Parker specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Parker earned his Series 65 license in March 2024. Parker's primary office is located in Grand Rapids, MI.
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.
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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MI
03/26/2024 - Present
Plante Moran Financial Advisors (Grand Rapids MI)
IA
Issued 03/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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