Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamelie? Claim Your ProfileJamelie M. Hartman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jamelie is currently registered as a securities representative in Ohio and Texas and holds a number of professional licenses and designations including Series 7, Series 63, Series 65, and Series 66. She has over 20 years of experience in the financial services industry and has worked with Merrill Lynch since 2001. Jamelie provides a wide range of services to clients, including portfolio management, financial planning, and educational seminars. She is committed to helping her clients 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
NY
02/14/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
OH
09/25/2001 - 05/26/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEPPER PIKE OH)
IA
Issued 01/26/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2001
Series 7 - General Securities 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
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