Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Halbig is a financial advisor with Janney Montgomery Scott LLC. Jamie has been in the financial industry since 2008. Jamie has experience in various areas including investment advising, securities, and financial planning. Jamie has been registered with the Financial Industry Regulatory Authority (FINRA) since 2008. Jamie has been registered with the state of Texas since 2024 and holds Series 7, 6, 63, and 65 licenses.
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.
Fee plus commission
1
2
NC
04/26/2024 - Present
Janney Montgomery Scott LLC (CHARLOTTE NC)
NC
08/26/2011 - 04/30/2024
ROBERT W. BAIRD & CO. INCORPORATED (CHARLOTTE NC)
NC
08/26/2008 - 08/30/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
06/19/2007 - 11/19/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
IA
Issued 08/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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