Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie M Hoffman is a financial professional with over 25 years of experience in the industry. Jamie is currently registered with Morgan Stanley and has previously worked with UBS Financial Services Inc., Oppenheimer & Co., Inc., and Wertheim Schroder & Co. Incorporated. Jamie holds several licenses including Series 7, 24, 63, and 65. Jamie's experience spans a wide range of services including financial planning, pension consulting, and portfolio management.
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
NY
06/13/2022 - Present
Morgan Stanley (PURCHASE NY)
NJ
06/08/1995 - 03/14/2007
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/09/1994 - 06/06/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
05/12/1993 - 03/09/1994
WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)
IA
Issued 02/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 06/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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