Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamar? Claim Your ProfileJamar Trent Miller is a financial advisor with over 20 years of experience in the industry. Jamar is currently registered with Fidelity Personal AND Workplace Advisors in Boston, MA. Jamar has previously worked with a number of well-known financial institutions including Fidelity Investments Institutional Services Company, Inc. Jamar holds Series 63, 65, 7 and 31 licenses. Jamar is a Registered Investment Advisor and is also licensed to sell securities in Texas and Utah.
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.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
10/24/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (GRAPEVINE TX)
TX
11/16/2005 - 10/25/2006
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
NC
04/25/2005 - 08/09/2005
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
TX
09/11/2002 - 04/19/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
VA
11/16/2001 - 10/02/2002
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
01/04/2000 - 08/06/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 01/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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