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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Kay Tribbey is a financial advisor at Wells Fargo Clearing Services, LLC. Jamie Kay Tribbey has been working in the financial services industry since 2000. Jamie Kay Tribbey is registered with FINRA and is licensed to sell securities in Arkansas, Florida, Georgia, Massachusetts, and Utah. Jamie Kay Tribbey is also registered as an Investment Advisor Representative in Florida. Jamie Kay Tribbey has experience in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for businesses and individuals. Jamie Kay Tribbey previously worked at BANC OF AMERICA INVESTMENT SERVICES, INC., RAYMOND JAMES & ASSOCIATES, INC., and RAYMOND JAMES FINANCIAL SERVICES, INC.
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.
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.
Investment consulting services to institutional clients
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
FL
11/07/2006 - Present
Wells Fargo Clearing Services, LLC (TAMPA FL)
FL
08/17/2004 - 09/26/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (SARASOTA FL)
FL
08/27/2001 - 08/30/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
05/03/2000 - 08/27/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 10/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/10/2006
Series 4 - Registered Options Principal Examination
BC
Issued 08/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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