Kimberly
Jamieson
Osaic Wealth, Inc
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About this Advisor
Kimberly Jamieson is a financial advisor based in Southfield, Michigan, working with Osaic Wealth, Inc. Kimberly has previously held positions at Td Ameritrade, Inc, The Mutual Fund Store, LLC, Wunderlich Securities, Inc, Strategic Investment Advisors, Inc, Corecap Investments, Inc, Amerivest Investment Management, LLC, Signator Investors Inc, and Royal Alliance Associates, Inc. Kimberly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas, California, Florida, and Michigan. Currently, Kimberly is part of Osaic Wealth, Inc, which operates out of Southfield, Michigan. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kimberly Jamieson Work History
Royal Alliance Associates, Inc
Signator Investors Inc
Strategic Investment Advisors, Inc
Corecap Investments, Inc
Wunderlich Securities, Inc
The Mutual Fund Store, LLC
Amerivest Investment Management, LLC
Td Ameritrade, Inc
Disclosures
Please visit the SEC profile of Kimberly Jamieson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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