Jami WolsieferCRD Number: 7110399
Current Firm: Lpl Financial LLC
Jami Wolsiefer (CRD# 7110399) is an Investment Advisor Representative working at Lpl Financial LLC in Indianapolis, IN and has over 3 years of experience in the finance industry.
Canterbury Investment Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Sanctuary Advisors, LLC
|Lpl Financial LLC||Indianapolis, IN||Jan 2020 - Current||2|
|Elements Financial Fcu||Indianapolis, IN||Jan 2020 - Current||2|
|Bank Of America, N.a.||Indianapolis, IN||May 2019 - Dec 2019||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Indianapolis, IN||Apr 2019 - Dec 2019||< 1|
|Unemployed||Indianapolis, IN||Oct 2017 - Apr 2019||1|
|Elements Financial Federal Credit Union||Indianapolis, IN||May 2013 - Oct 2017||4|
|Jp Morgan Chase Bank||Indianapolis, IN||Mar 2008 - May 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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