Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Kelley is a financial advisor with over 14 years of experience in the industry. Jamie is currently registered with BNY Mellon Securities Corp. Jamie has a wide range of experience, including working with individuals, businesses, and charitable organizations. Jamie holds Series 6, 7, 24, 26, and 63 licenses. Jamie has a diverse background, having worked previously with Nationwide Fund Distributors LLC, Nationwide Investment Services Corporation, and Nationwide Securities, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
05/26/2022 - Present
BNY Mellon Securities Corp. (New York NY)
OH
01/16/2019 - 04/27/2022
NATIONWIDE FUND DISTRIBUTORS LLC (Columbus OH)
OH
12/18/2007 - 01/17/2019
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
09/16/2009 - 12/31/2010
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
BC
Issued 06/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 05/12/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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