Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Alberto Hinojosa is a financial advisor with over 30 years of experience in the industry. Jaime is currently registered with Osaic Wealth, Inc. and Quality Wealth Management. Jaime has a strong background in financial planning and portfolio management and is a Certified Financial Planner. Jaime is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
CA
11/02/2018 - Present
Osaic Wealth, Inc. (LAFAYETTE CA)
CA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LAFAYETTE CA)
CA
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WALNUT CREEK CA)
CA
02/22/1993 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (PLEASANT HILL CA)
CA
01/29/1992 - 05/11/1993
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OH
10/14/1981 - 01/30/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/05/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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