Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Marie Curley is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC based in Waltham, Massachusetts. Jamie has been in the financial industry since 2001 and has experience working with both individuals and institutions. Jamie is licensed to offer securities and investment advisory services in Massachusetts. Jamie holds Series 6, 7, 24, 26, 63, and 65 licenses and has passed the SIE exam. Jamie has a strong understanding of investment strategies and can help clients develop a financial plan to meet their specific goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MA
11/13/2015 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Waltham MA)
MA
05/25/2012 - 10/22/2014
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (LYNNFIELD MA)
RI
01/01/2008 - 01/29/2010
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
CA
12/10/2004 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (EL SEGUNDO CA)
RI
07/21/1997 - 01/23/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 06/25/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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