Jamie KaczmarskiCRD Number: 3150231
Current Firm: Ubs Financial Services Inc.
Jamie Kaczmarski (CRD# 3150231) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sylvania, OH and has over 12 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Ubs Financial Services Inc.||Sylvania, OH||Dec 2011 - Current||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Toledo, OH||Apr 1998 - Dec 2011||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2004|
Total Assets Under Management358,253MILLIONS
Total Number of Accounts860,383ACCOUNTS
Average Account Value$416,388
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV