Unclaimed
Jamilah Sade' Hamilton-carter is a registered representative with Edward Jones, a leading financial services firm. Jamilah has been in the financial services industry for over 4 years. Jamilah holds the Series 99TO and the SIE exam. Jamilah's areas of specialization include: Financial planning, Portfolio management for individuals, Pension consulting and Selection of other advisors.
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.
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.
See schedule d - miscellaneous
1
2
MO
05/26/2023 - Present
Edward Jones (ST LOUIS MO)
BC
Issued 05/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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