Unclaimed
Jami Caroline Wilson is a securities professional with a strong background in the financial services industry. Jami has held a General Securities Principal license (Series 24) since July 2019, and is also licensed to sell securities through Valmark Securities, Inc., a firm headquartered in Gainesville, Florida. Jami's experience and expertise in the field make Jami well-equipped to assist clients with a range of financial needs.
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.
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.
1
2
FL
07/06/2017 - Present
Valmark Securities, Inc. (GAINESVILLE FL)
BC
Issued 07/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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