Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Phillips is a financial advisor who has been in the industry since 2018. Jamie is currently registered with Empower Advisory Group, LLC and is licensed in 53 states and the District of Columbia. Jamie has worked for several well-known financial firms during their career, including Fidelity Brokerage Services LLC and Morgan Stanley. Jamie has obtained the Series 7, Series 24, and Series 66 licenses. Jamie specializes in providing financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and state or municipal government entities. Jamie also provides educational seminars for clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
CO
02/22/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NJ
08/07/2019 - 05/09/2022
FIDELITY BROKERAGE SERVICES LLC (WAYNE NJ)
NJ
11/14/2018 - 07/31/2019
MORGAN STANLEY (LITTLE FALLS NJ)
NJ
08/29/2018 - 10/17/2018
THE INVESTMENT CENTER, INC. (MONTVALE NJ)
BOTH
Issued 01/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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