Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Ann Hayes is a financial advisor with over 17 years of experience in the industry. Jamie has held previous positions at LPL Financial, LLC, SagePoint Financial, Inc., and Northwestern Mutual Investment Services, LLC. Jamie is currently registered with NFP Retirement Inc. and Fiduciary First in Florida. Jamie specializes in providing financial planning, pension consulting, and investment management services to individuals and businesses.
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
FL
12/21/2018 - Present
NFP Retirement Inc. (Maitland FL)
FL
05/13/2011 - 10/26/2018
LPL FINANCIAL LLC (MAITLAND FL)
FL
04/25/2006 - 05/18/2011
SAGEPOINT FINANCIAL, INC. (MAITLAND FL)
FL
01/01/2002 - 04/28/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WINTER PARK FL)
BOTH
Issued 06/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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