Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Christopher Smith is a registered representative of Equitable Advisors, LLC, where Jamie has been employed since April 2003. Jamie has been in the financial industry for over 20 years. Jamie is licensed to provide advisory services in 21 states, including Arizona, California, Colorado, Florida, Hawaii, Kansas, Massachusetts, Missouri, Montana, Nevada, New Jersey, New York, North Dakota, Ohio, Oregon, South Carolina, Texas, Virginia, Washington, and Wyoming. Jamie is also a principal for the firm. Jamie is a Series 7 and Series 66 licensed professional. Jamie holds Series 24 and Series 51 principals licenses as well. Jamie's background includes a significant history with the financial industry working with Equitable Advisors, LLC and AXA Advisors, LLC. Jamie specializes in providing financial planning, pension consulting, and educational seminars. Jamie also provides portfolio management for 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.
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.
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.
1
2
CA
06/25/2020 - Present
Equitable Advisors, LLC (SAN DIEGO CA)
BOTH
Issued 05/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jamie Smith is the right advisor for you? Invested Better is here to help.
