Unclaimed
Jaime Anaya is a financial advisor who has been in the industry since 2010. Jaime is registered with J.p. Morgan Securities LLC and has a Series 7, Series 6, Series 63 and Series 66 license. Jaime works out of the Pelham branch office of J.p. Morgan Securities LLC. Jaime has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/03/2021 - Present
J.p. Morgan Securities LLC (PELHAM NY)
NY
10/21/2004 - 02/02/2007
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
02/04/2003 - 03/17/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 07/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jaime Anaya is the right advisor for you? Invested Better is here to help.