Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Leigh Reese is a financial advisor with Wells Fargo Clearing Services, LLC, based in Jacksonville, Florida. Jamie has over 16 years of experience in the financial services industry. Previously, Jamie was with PNC Investments and BBVA Securities Inc. in Jacksonville. Jamie is licensed to provide securities and investment advisory services in multiple states. Jamie is Series 6, 7, 63, and 65 licensed.
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
11/24/2023 - Present
Wells Fargo Clearing Services, LLC (JACKSONVILLE FL)
FL
08/23/2021 - 11/09/2023
PNC INVESTMENTS (JACKSONVILLE FL)
FL
05/16/2013 - 08/23/2021
BBVA SECURITIES INC. (JACKSONVILLE FL)
FL
03/27/2008 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (JACKSONVILLE FL)
FL
10/24/2007 - 03/13/2008
WACHOVIA SECURITIES, LLC (FORT MYERS FL)
IA
Issued 12/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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