Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Renee Evans is a financial advisor who has been in the industry since 2010. Jamie is currently registered with Wells Fargo Clearing Services, LLC and holds a Series 6, 7, 63 and 66 licenses. Jamie has worked with Wells Fargo and its predecessor firms since 2003. Jamie works with individual, high net worth individuals, corporations, retirement plans and charitable organizations. Jamie is licensed to provide financial advice in North Carolina, Oregon, Virginia, Wyoming and New York.
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.
Investment consulting services to institutional clients
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
NC
02/03/2017 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
NC
01/24/2007 - 05/22/2012
WELLS FARGO ADVISORS, LLC (DURHAM NC)
MO
01/15/2003 - 01/21/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 02/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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