Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Mayo is a financial professional with over 20 years of experience in the industry. Jamie is currently registered with Valley Financial Management, Inc. Jamie's previous experience includes roles at R. SEELAUS & CO., LLC and Lehman Brothers Inc. Jamie holds the Series 7, Series 27, Series 28, and Series 99TO licenses. Jamie focuses on providing portfolio management services for individuals.
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.
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.
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2
NY
12/22/2022 - Present
Valley Financial Management, Inc. (New York NY)
NJ
11/24/2018 - 06/21/2022
R. SEELAUS & CO., LLC (Chatham NJ)
NY
12/23/1998 - 03/19/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 06/02/2021
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/29/2020
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/24/2018
Series 99TO - Operations Professional Examination
BC
Issued 11/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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