Unclaimed
Jami McCree is a financial advisor registered with Victrix Investment Advisors and has been in the industry since 2011. Jami has been working at Victrix Investment Advisors since September 2023 and has been registered with the state of Florida as an Investment Advisor Representative since October 2023. Prior to working at Victrix Investment Advisors, Jami worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James & Associates, Inc. Jami holds a Series 66, SIE and Series 7.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
10/10/2023 - Present
Victrix Investment Advisors (STUART FL)
FL
10/01/2015 - 09/30/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STUART FL)
FL
10/08/2014 - 09/24/2015
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
09/23/2011 - 10/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
BOTH
Issued 10/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jami McCree is the right advisor for you? Invested Better is here to help.