Unclaimed
Jamie Leigh Theiler is a financial advisor who has been working in the industry since 2008. Jamie is currently registered with BDT & MSD Partners, LLC and is licensed to provide financial advice in all 50 states. Before joining BDT & MSD Partners, LLC Jamie was employed by Goldman, Sachs & Co. in New York. Jamie has Series 7, 79 and SIE licenses.
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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2
IL
01/05/2010 - Present
BDT & MSD Partners, LLC (CHICAGO IL)
NY
09/10/2007 - 07/24/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 10/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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