Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Necole Upton is a financial advisor currently registered with Truist Advisory Services, Inc. in Dalton, GA. Jamie has over 20 years of experience in the financial services industry and is Series 7, 63 and 66 licensed. Before joining Truist Advisory Services, Inc., Jamie worked at BB&T Securities, LLC and BB&T Investment Services, Inc. Jamie specializes in providing financial planning, portfolio management and financial profiling services to individuals, businesses, high-net-worth individuals, and corporations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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2
GA
02/17/2021 - Present
Truist Advisory Services, Inc. (DALTON GA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
03/07/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DALTON GA)
GA
08/15/2005 - 02/25/2014
SYNOVUS SECURITIES, INC. (DALTON GA)
MO
07/07/2004 - 06/15/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
08/20/2002 - 02/09/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
TN
04/12/2001 - 08/09/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
01/18/2001 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
BOTH
Issued 04/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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