Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Kwak is a Registered Representative with Centerview Partners LLC in Menlo Park, California. Jamie has been in the industry since November 12, 2020 and holds FINRA Series 7TO, 79TO, and 63 licenses. Previously Jamie worked at Morgan Stanley & Co. LLC in Los Angeles, California.
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.
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.
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CA
07/18/2022 - Present
Centerview Partners LLC (Menlo Park CA)
CA
10/26/2020 - 06/29/2022
MORGAN STANLEY & CO. LLC (Los Angeles CA)
BC
Issued 08/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2020
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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