Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Robert Nero is a financial advisor with over 13 years of experience in the financial services industry. Jamie is a registered representative of Wells Fargo Clearing Services, LLC and an investment advisor representative of Wells Fargo Advisors, LLC. Jamie holds a Series 66, Series 7, and SIE licenses and is registered in multiple states. Jamie has previously worked at Credit Suisse Securities (USA) LLC, Credit Suisse Lending LLC and Indiana University. Jamie specializes in providing investment advisory services to individuals, businesses, and institutions. Jamie is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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
IL
11/06/2018 - Present
Wells Fargo Clearing Services, LLC (LAKE FOREST IL)
IL
08/19/2010 - 12/22/2015
CREDIT SUISSE SECURITIES (USA) LLC (NORTHBROOK IL)
BOTH
Issued 08/31/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2010
Series 7 - General Securities 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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