Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Christen Garcia is a financial advisor with Ally Invest Advisors. Jamie has been working in the financial services industry since 2017. Jamie specializes in providing investment advisory services to individuals and families. Jamie is also a licensed insurance agent and can provide insurance advice to clients. Jamie is registered with the Securities and Exchange Commission and has been approved by 52 state regulators to practice securities and investment advisory business. Jamie is dedicated to providing personalized financial advice and guidance to help clients 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.
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.
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NC
01/20/2022 - Present
Ally Invest Advisors (CHARLOTTE NC)
FL
12/03/2020 - 08/06/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
BOTH
Issued 01/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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