Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Michael Bloom is a financial advisor who has been working in the industry since 1999. Jamie is currently registered with Charles Schwab & CO., Inc. in Texas and provides financial planning and portfolio management services. Previously, Jamie was associated with Chase Investment Services Corp. and 1st Global Capital Corp.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
02/12/2010 - Present
Charles Schwab & CO., Inc. (Westlake TX)
IL
12/20/2003 - 12/13/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
10/22/1999 - 12/18/2003
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
RI
07/10/1998 - 10/26/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 02/24/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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