Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Meronoff is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jamie has been in the industry since September 2010. Jamie holds a Series 66, Series 7, and SIE license and is a Certified Financial Planner. Jamie's firm manages a total of $154,192,149,347 in client assets. The firm's specialties include portfolio management for individuals and businesses, financial planning, pension consulting, selection of other advisors, and investment consulting services to institutional clients. Jamie's previous experience includes roles at Edward Jones and Wells Fargo Clearing Services, LLC.
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.
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.
Investment consulting services to institutional clients
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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NV
06/07/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
CA
01/10/2020 - 06/07/2024
WELLS FARGO CLEARING SERVICES, LLC (LA JOLLA CA)
CA
09/30/2010 - 01/13/2020
EDWARD JONES (SAN DIEGO CA)
BOTH
Issued 10/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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