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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Parker is a financial advisor with over 20 years of experience in the industry. Jamie is currently registered with FNB Wealth Management in Charlotte, NC, and has previously worked with PNC Capital Markets LLC, Wells Fargo Clearing Services, LLC, Vining Sparks, RBC Dain Rauscher Inc. and Wachovia Securities, LLC. Jamie holds FINRA Series 7 and 63 licenses as well as the SIE exam. Jamie also holds the Chartered Financial Analyst designation. Jamie specializes in providing financial advice to individuals, businesses, and institutions. Jamie's areas of expertise include portfolio management, investment planning, and retirement planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NC
01/22/2024 - Present
FNB Wealth Management (Charlotte NC)
NC
03/12/2020 - 05/26/2021
PNC CAPITAL MARKETS LLC (CHARLOTTE NC)
MO
04/27/2018 - 10/03/2019
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
11/07/2005 - 03/27/2018
VINING SPARKS (CHARLOTTE NC)
NY
11/08/2004 - 11/16/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NC
07/01/2003 - 10/18/2004
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
11/16/2001 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 01/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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