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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jameson? Claim Your ProfileJameson Viljaste has been in the financial services industry since April 1997 and is currently registered with UBS Financial Services Inc. as a Registered Representative and Investment Advisor Representative. Prior to UBS, Jameson was registered with Morgan Stanley from June 2009 to June 2013 and with Citigroup Global Markets Inc. from April 1997 to June 2009. Jameson holds the Series 7, Series 10, Series 9, Series 63, and Series 65 licenses. Jameson specializes in providing financial advice to individuals, businesses, high-net-worth clients, corporations, trusts, and estates.
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
PA
05/08/2024 - Present
UBS Financial Services Inc. (SEWICKLEY PA)
PA
06/01/2009 - 06/13/2013
MORGAN STANLEY (SEWICKLEY PA)
PA
04/07/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SEWICKLEY PA)
IA
Issued 04/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
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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