Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Moss Polak is a registered representative with Aegis Capital Corp., a broker-dealer firm located in New York, NY. Jamie has been in the financial industry since 2008, and holds Series 7, 16, 24, 63 and SIE licenses. Jamie specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
10/24/2012 - Present
Aegis Capital Corp. (NEW YORK NY)
NY
04/07/2008 - 11/14/2012
MAXIM GROUP LLC (NEW YORK NY)
BC
Issued 06/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 04/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jamie Polak is the right advisor for you? Invested Better is here to help.
