电子邮件 | jsc***@***.com | 获取Email |
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电子邮件 | jsc***@***.com | 获取Email |
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Our Story At Gradient Securities, LLC, we understand you have to provide the best available financial solutions to your clients, and you need a partner that will help you reach for new heights and explore new possibilities in the securities world. It is invaluable to have a partner who is willing to invest in your growth by using both sales tools and vital resources that support your prospecting and planning processes. Gradient Securities is an independent broker-dealer and SEC registered investment advisor that offers an innovative approach to the sale of securities products and advisory services. The spirit of our approach is to inspire you to build your business with a vision for the future. We are outside business activity friendly and understand you may not be selling only securities products. You have access to equities, debt securities, mutual funds, variable annuities, variable life insurance, non-traded and publicly-traded real estate investment trusts (REITs), managed accounts, personal and business banking solutions, and 529 plans. Our clearing firm partner, RBC Correspondent Services, is one of the leading clearing firms for independent broker-dealers and one of North America's leading diversified financial services companies. Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Check the background of this firm on FINRA's BrokerCheck: https://brokercheck.finra.org/firm/summary/127701
公司 | Gradient Securities LLC |
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职位 | Senior Compliance Officer |
地点 | United States |
http://www.linkedin.com/in/jamie-schlag-crcp%c2%ae-cams-5706b477 | |
部门 | master_legal |
头衔 | Senior Compliance Officer at Gradient Securities, LLC |
Financial Services Institute (FSI) Compliance Council Member
2022-12-01 -
FINRA Committee Member - FINRA Content Qualifications and Exam Committee - SIE
2022-06-01 - 2023-04-01
Gradient Securities LLC Senior Compliance Officer
2019-03-01 -
Founder, President, CEO
2018-07-01 -
Registered Principal
2012-08-01 - 2019-03-01
Jamie Schlag 在 Gradient Securities LLC 担任 Senior Compliance Officer at Gradient Securities, LLC
Jamie Schlag 在 Gradient Securities LLC 的职位是 Senior Compliance Officer at Gradient Securities, LLC
Jamie Schlag 的电子邮件地址是 jsc***@***.com
Jamie Schlag 的电话号码是 -
Jamie Schlag 的公司电话号码是 +186****
Jamie Schlag 在 financial services 工作。
Jamie Schlag 的一些同事包括Paul Vessel、Kevin Mix、Chelly Joseph、Preston ParsonsPatrice Garcia、。
Jamie Schlag联系方式: 电子邮件地址:jsc***@***.com 电话号码:-
Jamie Schlag 的个人领英是:http://www.linkedin.com/in/jamie-schlag-crcp%c2%ae-cams-5706b477
Jamie Schlag 的办公地点:4105 Lexington Ave, Arden Hills, MN 55126, US
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