Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Shapiro is a financial advisor with over 27 years of experience in the industry. Jamie is currently registered with LPL Financial LLC and has a Series 6, Series 63, and SIE licenses. Previously Jamie worked at Voya Financial Advisors, Inc. and Reliastar Financial Marketing Corp. Jamie provides a variety of financial services including financial planning, portfolio management for businesses and individuals, educational seminars, and selection of other advisers. Jamie has been a registered representative for over 27 years and has worked in the financial industry for over 29 years.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
NY
08/03/2021 - Present
LPL Financial LLC (MELVILLE NY)
NY
10/01/1995 - 09/15/2017
VOYA FINANCIAL ADVISORS, INC. (MELVILLE NY)
WA
02/07/1994 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
BC
Issued 02/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jamie Shapiro is the right advisor for you? Invested Better is here to help.
