Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Zimmerman Platt has been in the financial services industry since 2003 and is currently registered with Blackstone Securities Partners LP. Previously, Jamie was registered with DWS Distributors, Inc., Cohen & Steers Securities, LLC, Legg Mason Investors Services, LLC, Citigroup Global Markets Inc., J.P. Morgan Institutional Investments Inc. and Morgan Stanley DW Inc. Jamie is a Series 7, Series 24, and Series 66 licensed professional.
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.
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.
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2
NY
07/14/2022 - Present
Blackstone Securities Partners LP (NEW YORK NY)
NY
09/17/2014 - 05/23/2022
DWS DISTRIBUTORS, INC. (NEW YORK NY)
NY
05/09/2006 - 08/18/2014
COHEN & STEERS SECURITIES, LLC (NEW YORK NY)
CA
12/01/2005 - 12/20/2005
LEGG MASON INVESTORS SERVICES, LLC (SAN MATEO CA)
NY
12/13/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/29/2003 - 10/22/2004
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
01/02/2003 - 05/09/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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