Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Theresa Nowakowski is a financial advisor with over 20 years of experience in the industry. Jamie is currently registered with Equitable Advisors, LLC and has previously worked with COASTAL EQUITIES, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CCO INVESTMENT SERVICES CORP., IFMG SECURITIES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and QUICK & REILLY, INC. Jamie offers a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Jamie is committed to providing clients with personalized financial advice to help them achieve their financial goals. Jamie holds the Series 6, 7, 24, 26, 63, and 65 licenses.
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.
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
FL
03/20/2020 - Present
Equitable Advisors, LLC (VENICE FL)
CT
01/16/2017 - 02/10/2020
COASTAL EQUITIES, INC. (Hebron CT)
CT
07/13/2012 - 01/11/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MARLBOROUGH CT)
CT
10/31/2006 - 07/24/2012
CCO INVESTMENT SERVICES CORP. (MYSTIC CT)
CT
01/11/2006 - 10/31/2006
IFMG SECURITIES, INC. (PLAINVILLE CT)
MA
10/20/2004 - 01/05/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/20/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 06/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/10/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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