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 Stapf is a financial advisor with Ethos Financial Group, LLC located in King of Prussia, Pennsylvania. Jamie is registered with the state of Pennsylvania as an Investment Advisor Representative. Jamie has over 20 years of experience in the financial services industry and previously worked with WELLS FARGO CLEARING SERVICES, LLC, CREDIT SUISSE SECURITIES (USA) LLC, DEUTSCHE BANK SECURITIES INC., and GOLDMAN, SACHS & CO. Jamie holds the Series 63, Series 66, and Series 7 licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
08/28/2022 - Present
Ethos Financial Group, LLC (KING OF PRUSSIA PA)
PA
01/20/2016 - 02/19/2019
WELLS FARGO CLEARING SERVICES, LLC (RADNOR PA)
PA
04/13/2009 - 02/10/2016
CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)
PA
10/08/2001 - 04/09/2009
DEUTSCHE BANK SECURITIES INC. (PHILADELPHIA PA)
NY
07/21/1999 - 09/07/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 02/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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