Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lynne Goodwin is an active registered investment advisor in both the broker-dealer and investment advisor space. Jamie has been working in the financial industry since 2013 and is currently employed with Morgan Stanley. Jamie holds Series 7TO, Series 63 and Series 66 licenses. Jamie is also registered in 42 states and is an active advisor in both Connecticut and Texas. Jamie specializes in providing asset allocation advice, financial planning, pension consulting, and portfolio management. Jamie is located in Wellesley, MA and works out of the Morgan Stanley office located at 112 Worcester Street, Wellesley, MA.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
07/19/2024 - Present
Morgan Stanley (Wellesley MA)
BOTH
Issued 07/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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