Unclaimed
Jamie Kohr Cash is a financial advisor with over 30 years of experience in the financial services industry. Jamie has a Series 7, Series 63, and Series 65 licenses and is a Certified Financial Planner. Jamie currently works for Cetera Investment Advisers LLC. Jamie has worked for several other financial institutions including ING Financial Partners, Inc., Transamerica Financial Advisors, Inc., and First Capital Brokerage Services, Inc. Jamie has a broad range of experience working with clients including high-net-worth individuals, corporations, and charitable organizations.
YORK, PA
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.
A percentage of the total value of assets under management is charged.
1
2
PA
09/13/2024 - Present
Cetera Investment Advisers LLC (YORK PA)
PA
10/07/2013 - 11/22/2016
CETERA ADVISOR NETWORKS LLC (YORK PA)
PA
01/03/2011 - 09/30/2013
ING FINANCIAL PARTNERS, INC. (YORK PA)
CT
01/14/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
PA
09/04/2009 - 12/31/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (YORK PA)
PA
03/09/2005 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (YORK PA)
MD
07/08/2003 - 02/10/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
CA
04/03/2001 - 08/22/2002
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
06/04/1997 - 04/02/2001
FIRST CAPITAL BROKERAGE SERVICES, INC. (YORK PA)
NA
04/08/1997 - 04/30/1997
FIRST CAPITAL BROKERAGE SERVICES, INC.
NA
06/07/1994 - 02/28/1997
INDEPENDENT FINANCIAL SECURITIES, INC.
PA
07/06/1992 - 06/07/1994
FIRST CAPITAL BROKERAGE SERVICES, INC. (YORK PA)
IA
Issued 1/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/6/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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