Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Gayle Smothers is a financial advisor with First Citizens Investor Services, Inc. Jamie has been in the financial services industry since March 26, 2006, and has been with First Citizens Investor Services, Inc. since September 27, 2006. Jamie is a Certified Financial Planner and holds Series 7 and Series 66 licenses. Jamie has been registered with the state of North Carolina since September 27, 2006, and is also registered with the states of California, Florida, Kentucky, New York, South Carolina, Tennessee, Virginia, and West Virginia. Jamie specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jamie has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice.
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.
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.
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2
NC
09/27/2006 - Present
First Citizens Investor Services, Inc. (GREENSBORO NC)
NC
03/21/2006 - 09/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (HIGH POINT NC)
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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