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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamee? Claim Your ProfileJamee Rush is a financial advisor at UBS Financial Services Inc. Jamee has over 20 years of experience in the financial services industry, having previously worked at Wells Fargo Advisors, LLC and Wachovia Securities, LLC. Jamee holds Series 3, 7, and 63 licenses as well as the Series 65 license. Jamee is registered to provide investment advice in 18 states. Jamee Rush specializes in working with individuals, high-net-worth individuals, corporations, 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.
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.
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.
See schedule d - miscellaneous
1
2
CA
08/26/2015 - Present
UBS Financial Services Inc. (NEWPORT BEACH CA)
CA
02/03/2009 - 09/01/2015
WELLS FARGO ADVISORS, LLC (LAGUNA BEACH CA)
CA
07/01/2003 - 11/14/2008
WACHOVIA SECURITIES, LLC (NEWPORT BEACH CA)
NY
04/02/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1999
Series 3 - National Commodity Futures Examination
BC
Issued 03/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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