Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Jaime is an Investment Advisor Representative at Commonwealth Financial Network. Elizabeth has been in the industry since 1996 and has a broad range of experience in various financial services firms, including Morgan Stanley, Wells Fargo Advisors, and Charles Schwab. Elizabeth has a deep understanding of financial markets and holds multiple securities licenses, including Series 7, 9, 10, 63, and 66. Elizabeth is committed to providing comprehensive financial planning and investment management services to her clients. Elizabeth specializes in serving high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Elizabeth's commitment to client satisfaction and her extensive experience make her an excellent resource for individuals and families looking for personalized financial guidance.
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.
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2
TX
07/12/2024 - Present
Commonwealth Financial Network (El Paso TX)
TX
04/17/2023 - 06/13/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EL PASO TX)
TX
01/04/2019 - 04/17/2023
WELLS FARGO CLEARING SERVICES, LLC (EL PASO TX)
TX
07/26/2016 - 01/08/2019
MORGAN STANLEY (SAN ANTONIO TX)
TX
07/28/2015 - 08/12/2016
CHARLES SCHWAB & CO., INC. (El Paso TX)
NM
01/12/2004 - 07/08/2015
WELLS FARGO ADVISORS, LLC (ALBUQUERQUE NM)
MA
12/17/2002 - 10/20/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/17/2002 - 10/20/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
12/15/2000 - 05/16/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 05/16/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/08/2000 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
08/11/1997 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NY
11/21/1995 - 08/14/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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