Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Zoldy is an investment advisor representative with Ballentine Partners, a firm that offers a variety of investment advisory services. Jamie is registered with the state of Massachusetts and has been in the industry for several years. Jamie holds the Series 65 license and has experience in the financial services industry, working with firms such as Brown Brothers Harriman and Simmons College. Jamie focuses on providing financial planning, portfolio management, and educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Project fees
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MA
03/07/2022 - Present
Ballentine Partners (Waltham MA)
IA
Issued 03/07/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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