Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Jamieson is an investment professional with over 15 years of experience in the financial services industry. Amy has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2009. Prior to that, Amy held positions at Morgan Stanley Smith Barney and State Farm VP Management Corp. Amy holds the Series 6, 7, 63, and 66 licenses and is registered to provide investment advice in 44 states. Amy specializes in portfolio management for individuals, businesses, and pension plans. Amy's clients appreciate her personalized approach and her commitment to helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
03/10/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
06/29/2009 - 11/11/2009
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
07/24/2008 - 09/29/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
IL
10/04/2006 - 06/30/2008
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 3/8/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/6/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/1/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/3/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Amy Jamieson is the right advisor for you? Invested Better is here to help.
