Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jammie? Claim Your ProfileJammie Hunter is a financial advisor with over 17 years of experience in the financial services industry. Jammie has held various roles at firms such as Wells Fargo Advisors, LLC, PNC Investments LLC, and Morgan Stanley. Jammie is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 2022. Jammie is licensed in 53 states and is a registered investment advisor in Alabama, Florida, and Texas. Jammie specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jammie provides investment advice, financial planning, and other services such as performance measurement reports, allocation modeling, IPS, research reports and services, portfolio management for businesses and individuals, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AL
01/31/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DOTHAN AL)
AL
01/19/2022 - 11/17/2022
PNC INVESTMENTS (SPANISH FORT AL)
CA
12/19/2016 - 01/05/2022
MORGAN STANLEY (BREA CA)
WA
04/15/2015 - 12/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
FL
11/12/2013 - 04/07/2015
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
01/11/2008 - 11/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
WA
10/04/2006 - 11/09/2007
KEY INVESTMENT SERVICES LLC (EVERETT WA)
CA
05/02/2005 - 11/14/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 04/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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