Jamar Gopie

Wealth Planning Associate at Ballentine Partners, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Miami, Florida, United States, US

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Bio

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Credentials

  • Series 65
    NASAA
    Mar, 2023
    - Nov, 2024

Experience

  • Ballentine Partners, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Planning Associate
      • Feb 2023 - Present

  • VIM Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Manager
      • Jun 2022 - Jan 2023

  • Coastal Wealth
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Client Relationship Associate
      • Jan 2019 - May 2022

      www.mycoastalwealth.com/licensing www.mycoastalwealth.com/licensing

  • Nike
    • United States
    • Retail
    • 700 & Above Employee
    • Service Coach
      • May 2012 - Sep 2017

Education

  • Florida International University
    Bachelor's degree
  • Bryant University

Community

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