Unclaimed
Jamison Brooks Bays is a financial advisor with over 10 years of experience in the financial services industry. Jamison holds a Series 7TO, Series 66, and SIE license, and has a current registration with Wells Fargo Advisors Financial Network, LLC. Jamison has provided financial planning and investment management services to a variety of clients, including individuals, families, businesses, and institutions. Jamison is committed to providing clients with personalized financial advice and guidance, and is dedicated to helping them achieve their financial goals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/09/2024 - Present
Wells Fargo Advisors Financial Network, LLC (TYLER TX)
BOTH
Issued 08/09/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/19/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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