Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Allen Robinson is a financial advisor with over 27 years of experience in the industry. Jamie has held positions at several firms, including VALIC Financial Advisors, Inc. and J.P. Morgan Institutional Investments Inc. Jamie is currently a registered representative with NFP Retirement Inc., a firm that provides retirement planning and investment services. Jamie holds multiple licenses and certifications, including the Series 6, 7, 63 and 66.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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
NC
06/05/2023 - Present
NFP Retirement Inc. (Charlotte NC)
TX
12/04/2018 - 11/16/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
NY
09/24/2012 - 11/26/2018
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NC
06/14/1999 - 08/21/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MA
08/17/1994 - 07/07/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 05/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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