Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaimie? Claim Your ProfileJaimie Lynn Crook is a financial advisor with Rockefeller Financial LLC. Jaimie has been in the financial industry since December 15, 2008. Jaimie is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) as a registered representative (RR) and investment advisor representative (IAR). Prior to joining Rockefeller Financial LLC, Jaimie worked as a financial advisor at UBS Financial Services Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated and Citigroup Global Markets Inc. Jaimie Crook holds the Series 7 and Series 66 licenses. Jaimie Lynn Crook specializes in investment advice for individuals, businesses, corporations and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
10/16/2023 - Present
Rockefeller Financial LLC (ST. MARYS GA)
FL
05/22/2014 - 10/24/2023
UBS FINANCIAL SERVICES INC. (JACKSONVILLE FL)
GA
06/01/2009 - 11/06/2012
MORGAN STANLEY (ATLANTA GA)
GA
12/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
06/04/2007 - 12/16/2008
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
BOTH
Issued 08/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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