Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Cassidy is a financial professional with Assetmark Brokerage, LLC, a firm that specializes in providing investment and financial services. Jamie has been in the industry since June 5, 2019, and has successfully passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. Jamie is registered with FINRA and currently works from the Concord, CA office.
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.
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.
1
2
CA
06/06/2019 - Present
Assetmark Brokerage, LLC (CONCORD CA)
BC
Issued 06/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jamie Cassidy is the right advisor for you? Invested Better is here to help.
