Unclaimed
Jamie Gresh is a registered representative with Bofa Securities, Inc. Jamie has been in the securities industry for over 13 years. Jamie holds the Series 7, Series 63, and Series 79TO securities licenses. Jamie is registered with the state of New York and is a member of FINRA. Previously, Jamie was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
08/04/2021 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
08/30/2005 - 08/11/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/26/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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