Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Paula Wolff is a financial advisor at New Edge Wealth. Jamie has been in the financial industry since 1992. Jamie is registered with FINRA, the state of Connecticut, New York, and Texas. Jamie specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Jamie is committed to providing her clients with personalized financial advice and services that meet their individual needs.
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.
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2
CT
04/29/2022 - Present
NEW Edge Wealth (Stamford CT)
NY
09/19/2013 - 05/12/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/29/2004 - 10/16/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
MO
07/03/2003 - 11/11/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/21/1998 - 07/09/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/31/1995 - 05/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/19/1992 - 05/09/1995
AMERICORP SECURITIES, INC. (NEW YORK NY)
IA
Issued 05/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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