Individual Firm
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JAMI LEE MCCREE
JAMI MCCREE, JAMI PERRY, JAMI PERRY-MORROW
CRD#: 5961848
IA
B
VICTRIX INVESTMENT ADVISORSCRD#: 167517 823 SE OSCEOLA ST
STUART, FL 34994
STUART, FL 34994
0
Disclosures
13
Years of Experience
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State Registrations
IA
Florida 10/10/2023
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Registered with this firm since 10/10/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 10/02/2015 - 09/30/2023 | STUART, FL | |
B | 10/01/2015 - 09/30/2023 | STUART, FL | |
IA | 10/10/2014 - 09/24/2015 | ST. PETERSBURG, FL | |
B | 10/08/2014 - 09/24/2015 | ST. PETERSBURG, FL | |
IA | 10/24/2011 - 10/03/2014 | TAMPA, FL | |
B | 09/23/2011 - 10/03/2014 | TAMPA, FL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.