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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jami? Claim Your ProfileJami Martorana is a financial advisor who has been in the industry since 2005. Jami has passed a variety of FINRA exams including Series 6, 7, 24, 26, 51, and 63 as well as the SIE and Series 65 exam. Jami is registered as an Investment Advisor Representative in Arizona, Kentucky, and Texas. Jami is currently employed with Cetera Investment Advisers LLC. Jami was previously registered with Cetera Investment Services LLC and Foresters Financial Services, Inc. Jami is currently licensed to provide financial planning services. Jami also specializes in portfolio management for both individuals and businesses. Jami has a variety of experience in the financial industry and is well-equipped to help 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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
08/14/2020 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
06/20/2019 - 08/14/2020
CETERA INVESTMENT SERVICES LLC (PHOENIX AZ)
AZ
05/24/2005 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (PHOENIX AZ)
IA
Issued 10/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/4/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/1/2009
Series 24 - General Securities Principal Examination
BC
Issued 8/26/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/12/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/3/2007
Series 7 - General Securities Representative Examination
BC
Issued 5/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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