Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Greenwald is a financial advisor with North Capital Private Securities Corp. Jamie has been in the financial services industry since 1990. Jamie is a Series 3, 7, 9, 10, 63, and SIE licensed professional. Jamie has been registered with FINRA since February 8, 2018.
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.
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2
UT
02/08/2018 - Present
North Capital Private Securities Corp. (SALT LAKE CITY UT)
NY
04/13/1995 - 06/02/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
07/19/1990 - 04/04/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
05/01/1987 - 03/22/1990
BT SECURITIES CORPORATION (BALTIMORE MD)
BC
Issued 02/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2017
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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