Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaie? Claim Your ProfileJaie Arlington is a financial advisor with Sanctuary Advisors, LLC in Fort Worth, Texas. Jaie Arlington has been in the financial services industry since 2007. Jaie Arlington is registered with the state of Texas and holds a Series 6, 7, 9, 10, 24, 52, 53 and 66 license.
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.
A percentage of the total value of assets under management is charged.
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2
TX
07/21/2021 - Present
Sanctuary Advisors, LLC (Fort Worth TX)
TX
10/23/2009 - 07/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
05/05/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ADDISON TX)
TX
02/06/1997 - 11/13/1997
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 05/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/14/2009
Series 4 - Registered Options Principal Examination
BC
Issued 12/10/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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