Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lapish is a financial advisor with over 20 years of experience in the industry. Jamie currently works at TIAA-CREF Individual & Institutional Services, LLC in Charlotte, North Carolina. Jamie holds Series 6, 7, 63, and 65 licenses and is registered in North Carolina as both a broker-dealer and an investment advisor representative. Previously Jamie was a registered representative and investment advisor at Wachovia Securities, LLC in St. Louis, Missouri, and a registered representative at First Union Brokerage Services, Inc. in Charlotte, North Carolina. Jamie specializes in financial planning and portfolio management for individuals and businesses, and also assists clients with selecting other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Compensation from affiliates
1
2
NC
12/21/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
MO
10/01/2000 - 02/25/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
05/16/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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