Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Montefusco is a financial professional registered with the state of New Jersey as well as 50 other states. Jamie joined ADP Broker-Dealer, Inc. in August 2017, and has been working with clients in the financial services industry for over 5 years. Jamie is a Series 6, Series 26, and Series 63 licensed professional. Jamie is licensed to offer financial services in a variety of areas.
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.
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2
NJ
08/30/2017 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
BC
Issued 09/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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