Unclaimed
Jamie Lewin is a financial advisor with Cantor Fitzgerald & Co. Jamie has been in the industry since 2004. Jamie is registered with FINRA and the state of Texas. Jamie has passed the Series 7, Series 63, Series 79TO, and SIE exams. Prior to Cantor Fitzgerald & Co., Jamie worked at DELOITTE CORPORATE FINANCE LLC and MCCOLL PARTNERS, LLC.
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.
1
2
TX
09/07/2023 - Present
Cantor Fitzgerald & Co. (DALLAS TX)
TX
06/12/2013 - 09/25/2023
DELOITTE CORPORATE FINANCE LLC (Dallas TX)
TX
01/12/2004 - 06/12/2013
MCCOLL PARTNERS, LLC (DALLAS TX)
BC
Issued 11/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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