Kimberly Louise Jamieson

Current Employers

Employment History

• 10/2016 → 07/2017
  Strategic Investment Advisors, Inc.
  Farmington Hills, MI
• 05/2016 → 10/2016
  Corecap Investments, Inc.
  Southfield, MI
• 11/2017 → 11/2018
  Signator Investors Inc
  Southfield, MI
• 07/2017 → 11/2017
  Unemployed
  Livonia, MI
• 11/2018 → Present
  Osaic Wealth, Inc.
  Southfield, MI

Previous Registrations

• 2018-01-04 → 2018-11-02
  Signator Investors, Inc.
  Southfield, MI
• 2016-12-21 → 2017-07-18
  C2 Private Wealth
  Novi, MI
• 2016-06-06 → 2016-10-14
  Corecap Advisors
  Southfield, MI
• 2015-10-05 → 2016-04-20
  B. Riley Wealth Management
  Birmingham, MI
• 2014-08-22 → 2015-07-09
  The Mutual Fund Store
  Overland Park, KS
  Sterling Heights, MI
• 2013-09-24 → 2014-08-15
  Td Ameritrade, Inc.
  Birmingham, MI
• 2014-01-07 → 2014-08-15
  Td Ameritrade Investment Management, Llc
  Birmingham, MI
• 2013-03-20 → 2013-06-13
  Advance Capital Management Inc
  Southfield, MI

Other Businesses

1. JAMIESON WEALTH MANAGEMENT LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2020 ADDRESS: 1460 Walton Blvd., Suite 203, Rochester Hills, MI 48309 DESCRIPTION: Management 2. GOLDEN LEGACY WEALTH MANAGEMENT. Business marketing name approved on 10-27-2022. 3.MICHIGAN FINANCIAL COMPANIES-GOLDEN LEGACY WEALTH MANAGEMENT -INSURANCE POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2023 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/Marketing of fixed Annuities and non-variable insurance 4. MICHIGAN FINANCIAL COMPANIES-GOLDEN LEGACY WEALTH MANAGEMENT POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2023 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 5. MICHIGAN FINANCIAL COMPANIES-GOLDEN LEGACY WEALTH MANAGEMENT-INSURANCE POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/2023 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: Sales/Marketing/Broker of Aflac accident & disability insurance

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-01
• S63 Uniform Securities Agent State Law Examination
  2011-02-10

Other Names

• Kimberly Louise Waldrop