Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Frazier is a financial advisor with Moors & Cabot, Inc. based in Boston, Massachusetts. Jamie has over 20 years of experience in the financial services industry. Jamie is registered to provide investment advice in several states, including Florida, California, Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont, and Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/15/2021 - Present
Moors & Cabot, Inc. (BOSTON MA)
MA
11/08/2007 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
10/20/2004 - 08/21/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/25/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
08/27/1999 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IA
Issued 07/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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