Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Zamani is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jamie has been in the industry since December 29, 2005. Jamie has been registered with Merrill Lynch since July 2006. Prior to that, Jamie was employed by ING Financial Advisors, LLC. Jamie is licensed in 43 states. Jamie holds Series 6, 7, and 66 licenses and the SIE. Jamie has been active in the financial industry for over 17 years and has a strong track record of providing investment advice to individuals, families, businesses, and institutions. Jamie specializes in portfolio management for both businesses and individuals, as well as providing financial planning advice. Jamie is also a registered investment advisor. Jamie is committed to providing personalized service and helping 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
01/27/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SARATOGA SPRINGS NY)
NY
02/11/2005 - 07/25/2006
ING FINANCIAL ADVISERS, LLC (LATHAM NY)
BOTH
Issued 11/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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