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 Lima is a financial advisor with over 15 years of experience in the financial services industry. Jamie is a Certified Financial Planner™ and is currently a Registered Representative with Woodson Wealth Management. Jamie has held previous positions with Fidelity Brokerage Services LLC, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Jamie's specializations include financial planning, portfolio management, and retirement planning. Jamie serves a wide range of clients, including individuals, families, and businesses. Jamie is committed to providing personalized financial advice and helping clients achieve their financial 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.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/01/2022 - Present
Woodson Wealth Management (RAMONA CA)
CA
02/28/2020 - 04/17/2020
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/28/2011 - 02/28/2020
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
06/01/2009 - 07/07/2011
MORGAN STANLEY SMITH BARNEY (ONTARIO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ONTARIO CA)
CA
07/03/2006 - 04/02/2007
MORGAN STANLEY DW INC. (ONTARIO CA)
BOTH
Issued 07/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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