Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Doffermyre is a financial professional with over 17 years of experience in the industry. Jamie is currently registered with Truist Securities, Inc. in Charlotte, NC. Previously, Jamie worked at firms like Citigroup Global Markets Inc., S F Sentry Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jamie holds several licenses and certifications including Series 7, Series 24, Series 52TO, and Series 53. Jamie is registered in all 50 states and the District of Columbia.
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.
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.
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2
NC
09/16/2022 - Present
Truist Securities, Inc. (CHARLOTTE NC)
NC
08/11/2015 - 08/01/2022
CITIGROUP GLOBAL MARKETS INC. (Charlotte NC)
CA
06/06/2014 - 07/01/2015
S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)
NY
01/10/2005 - 06/17/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 04/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2016
Series 24 - General Securities Principal Examination
BC
Issued 09/27/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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