Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lawrence Baraldi is a financial advisor with Gladstone Wealth Partners. Jamie has been working in the financial services industry since March 15, 1993. Jamie is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jamie specializes in providing investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jamie also provides financial planning and retirement planning consulting services.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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.
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2
FL
12/20/2021 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NJ
01/09/2009 - 07/11/2019
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
NJ
07/18/2003 - 01/12/2009
WACHOVIA SECURITIES, LLC (MARLTON NJ)
NY
03/16/1993 - 07/21/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 03/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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