Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Necole Upton is a financial advisor registered with Truist Advisory Services, Inc. Jamie Upton has been a registered representative since 2001. Jamie Upton has a history of working with BB&T Securities, LLC, BB&T Investment Services, Inc., Synovus Securities, Inc., Wachovia Securities, LLC, Morgan Keegan & Company, Inc., and Regions Investment Company, Inc. The advisor's firm is based in Atlanta, GA. Jamie Necole Upton has passed the Series 63, Series 66, Series 7 and SIE exams. Jamie Necole Upton is currently registered to provide investment advice in 21 states.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
02/17/2021 - Present
Truist Advisory Services, Inc. (DALTON GA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
03/07/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DALTON GA)
GA
08/15/2005 - 02/25/2014
SYNOVUS SECURITIES, INC. (DALTON GA)
MO
07/07/2004 - 06/15/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
08/20/2002 - 02/09/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
TN
04/12/2001 - 08/09/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
01/18/2001 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
BOTH
Issued 4/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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