Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Gump Losito is a financial advisor registered with Canopy 360 Wealth, LLC in Ocala, Florida. Jamie has been in the industry for over 7 years and is a Certified Financial Planner. Jamie has experience working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Jamie also has experience with Raymond James & Associates, Inc. in The Villages, Florida.
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.
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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FL
08/31/2018 - Present
Canopy 360 Wealth, LLC (OCALA FL)
FL
02/01/2018 - 08/10/2018
FSIC (Ocala FL)
FL
03/04/2014 - 02/01/2018
RAYMOND JAMES & ASSOCIATES, INC. (THE VILLAGES FL)
BOTH
Issued 05/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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