Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Wilson is a financial advisor at Commonwealth Financial Network, a registered investment advisor with over 3,300 investment advisor representatives. Jamie is a Certified Financial Planner™ professional with over seven years of experience in the financial services industry. Jamie has experience providing financial planning services to individuals, families, and businesses. Jamie has earned Series 63, Series 7 and SIE licenses. Jamie is registered with the state of Rhode Island. Prior to joining Commonwealth Financial Network, Jamie worked as a financial advisor at Merrill Lynch. Jamie is committed to providing personalized financial advice 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
RI
04/21/2021 - Present
Commonwealth Financial Network (GREENVILLE RI)
RI
07/26/2016 - 06/11/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jamie Wilson is the right advisor for you? Invested Better is here to help.
