Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamison? Claim Your ProfileJamison Alexander Holt is an active investment advisor representative registered with the state of North Carolina. Jamison has been in the industry since November 20, 2000. Currently Jamison is associated with TIAA-CREF Individual & Institutional Services, LLC, a registered investment advisor firm headquartered in New York, NY.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
11/30/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NJ
01/26/1999 - 12/31/2001
CSFBDIRECT, INC. (JERSEY CITY NJ)
IA
Issued 11/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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