Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamin? Claim Your ProfileJamin Purtell is a financial advisor with Cadaret, Grant & Co., Inc. based in Syracuse, NY. Jamin has been working in the financial industry since 1999 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Jamin is a Series 7, Series 6, Series 24, Series 63, and Series 66 licensed financial advisor. Jamin has experience working with various clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Jamin has also worked for Lincoln Financial Securities Corporation and LPL Financial LLC in the past.
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
NY
11/11/2022 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
NH
01/08/2019 - 11/16/2022
LPL FINANCIAL LLC (EPSOM NH)
NH
07/03/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (PORTSMOUTH NH)
NH
03/06/2014 - 01/25/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (CONCORD NH)
NH
05/07/1999 - 01/25/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
MA
05/26/1998 - 12/09/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 04/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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