Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Cummings is a financial advisor with Union Square Advisors LLC, located in San Francisco, CA. Jamie has experience in the financial services industry, having previously worked at FMI Capital Advisors, Inc. in Denver, CO. Jamie has passed several industry exams including the Series 79TO, Series 63 and the SIE exam. Jamie is currently registered with the state of California.
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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CA
09/22/2022 - Present
Union Square Advisors LLC (SAN FRANCISCO CA)
CO
10/20/2021 - 08/22/2022
FMI CAPITAL ADVISORS, INC. (DENVER CO)
BC
Issued 11/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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