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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Frankel is an Investment Advisor Representative with World Investment Advisors, LLC and is registered in Pennsylvania and New York. Jamie has a Series 65 license and has been in the industry since 2016. Jamie has worked for several firms including Sequoia Consulting Group, Pensionmark Financial Group, CBIZ, Frankel Lerner & O'Connor, Arpeggio, and Arizona State University - WP Carey School of Business. Jamie specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles. Jamie is an active member of the industry and has been a contributing member to the success of the firms that Jamie has worked for.
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.
A percentage of the total value of assets under management is charged.
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PA
11/11/2022 - Present
World Investment Advisors, LLC (Jenkintown PA)
IA
Issued 11/11/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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