Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Beth Tobins is a financial advisor with Raymond James & Associates, Inc. Jamie has been in the financial industry since 1994 and has a strong track record of providing personalized financial advice to a wide range of clients. Jamie's experience includes working for several prominent firms, including UBS Financial Services Inc., Source Capital Group, Inc., and Newbridge Securities Corporation. Jamie holds both Series 7 and Series 66 licenses. Jamie's areas of expertise include financial planning, portfolio management, and pension consulting. Jamie is committed to providing clients with the highest level of service and expertise to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CT
05/17/2022 - Present
Raymond James & Associates, Inc. (WESTPORT CT)
CT
01/06/2011 - 05/10/2016
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
CT
12/10/2009 - 12/09/2010
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
FL
08/16/2007 - 12/07/2007
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
07/11/2006 - 07/16/2007
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
NJ
12/19/2003 - 09/30/2004
GARDEN STATE SECURITIES, INC. (RED BANK NJ)
MO
10/01/1999 - 11/08/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/22/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
FL
03/11/1998 - 07/30/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
01/29/1998 - 02/16/1998
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
09/06/1995 - 01/09/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
09/22/1994 - 06/14/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/22/1994 - 08/09/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 05/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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