Jamie Lee Taloumis, CFP, who also goes by Jamie Lee Taloumis Ms., Jamie Lee Taloumis, is a registered financial advisor at REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC located in Boston, Massachusetts.
Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jamie has worked at 3 firms and has passed the Series 65 exam.
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Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
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Certified Financial Planner
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (1)
SRO REGISTRATIONS (0)
Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC (#137342)
121 High Street 4th Floor, Boston, MA, 02110
1/4/2021 - Current
PREVIOUS EMPLOYERS (2)
11/27/2019 - 12/10/2020
BOSTON ADVISORS, LLC (#140059)
10/31/2018 - 10/4/2019
Jamie Lee Taloumis
Experience: 5 years / 3 firms
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Disclosures range from criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments. Access disclosures with a free AdvisorCheck membership.
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