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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 Fidelity Personal And Workplace Advisors. Jamar has been in the financial services industry since 2000. Jamar holds Series 7, 31, and 63 securities licenses as well as Series 65 investment advisor license. Jamar has a diverse background in financial services, with experience at a number of firms, including Fidelity Investments Institutional Services Company, Inc., XCU Capital Corporation, Inc., Valic Financial Advisors, Inc., Capital Brokerage Corporation, and Morgan Stanley DW Inc.. Jamar also has experience in property management and ownership. Jamar's professional focus is on providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
1
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 1/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 1/3/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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