Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wood Jamieson is a financial advisor with UBS Financial Services Inc., registered with the state of California since 1995. Michael has over 40 years of experience in the industry and is a Series 7 and Series 63 licensed professional. Michael's primary office is located in San Francisco, California. Michael is a registered investment advisor representative and has worked in the financial industry since 1978, starting with KIDDER, PEABODY & CO. INCORPORATED. Michael is actively registered with the Financial Industry Regulatory Authority (FINRA) and holds the Securities Industry Essentials (SIE) certification. Michael is a committed financial advisor and offers a range of services, including financial planning, portfolio management, and pension consulting to individuals, businesses, and other institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
01/28/1995 - Present
UBS Financial Services Inc. (SAN FRANCISCO CA)
NY
09/25/1978 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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