Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Michelle Reynolds is a financial advisor with Fidelity Personal And Workplace Advisors. Jamie has been in the financial services industry since 2006. Jamie's current office is located in San Juan Capistrano, CA. Previously, Jamie has worked at MORGAN STANLEY and FIDELITY BROKERAGE SERVICES LLC. Jamie holds licenses in 52 states for broker/dealer activities. Jamie has also received licenses in 2 states for investment advisor activities.
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.
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.
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.
1
2
CA
02/04/2021 - Present
Fidelity Personal AND Workplace Advisors (SAN JUAN CAPISTRANO CA)
CA
08/21/2019 - 12/23/2019
MORGAN STANLEY (IRVINE CA)
CA
05/29/2007 - 08/09/2019
FIDELITY BROKERAGE SERVICES LLC (MISSION VIEJO CA)
CA
02/28/2006 - 04/11/2007
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BOTH
Issued 10/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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