Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jami? Claim Your ProfileJami Renee Hamilton is a financial advisor with over 20 years of experience in the financial services industry. Jami Hamilton is currently registered with LPL Financial LLC and has been with the firm since 2008. Prior to joining LPL Financial, Jami Hamilton was registered with a number of other firms including UVEST FINANCIAL SERVICES GROUP, INC., FUNDS DISTRIBUTOR, INC., LINSCO/PRIVATE LEDGER CORP., PACIFIC CORPORATE FINANCE LLC, AMERITAS INVESTMENT CORP., and H&R BLOCK FINANCIAL ADVISORS, INC. Jami Hamilton has a strong track record of success in helping clients achieve their financial goals. Jami Hamilton holds a Series 6, 7, 24, 63 and 65 license. Jami Hamilton also holds a SIE license. Jami Hamilton is a dedicated professional who is committed to providing her clients with personalized service and guidance.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
06/09/2010 - Present
LPL Financial LLC (SAN DIEGO CA)
NC
06/07/2010 - 12/22/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
10/17/2005 - 02/06/2008
FUNDS DISTRIBUTOR, INC. (BOSTON MA)
SC
04/24/2003 - 05/10/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
07/09/2002 - 03/07/2003
PACIFIC CORPORATE FINANCE LLC (LA JOLLA CA)
NE
05/03/2001 - 02/01/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MI
07/17/2000 - 03/12/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 06/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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