Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie White is a financial advisor with over 25 years of experience in the industry. Jamie is registered with UBS Financial Services Inc. Jamie currently holds several licenses including Series 7, Series 10, Series 31, Series 63 and Series 65. Previously, Jamie was employed by MORGAN STANLEY DW INC.. Jamie has a proven track record of success in helping clients achieve their financial goals. Jamie is committed to providing personalized financial advice and guidance to help clients make informed decisions about their investments.
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.
See schedule d - miscellaneous
1
2
CA
08/22/2023 - Present
UBS Financial Services Inc. (El Segundo CA)
NY
09/23/1998 - 11/26/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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