Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Antonio Planells is a financial advisor with Raymond James Financial Services Advisors, Inc. in Winter Park, Florida. Jaime has been in the financial industry since 2008. Jaime has a CFP® certification and holds licenses for series 6, 7, 10, 63, and 65. Jaime has a broad range of experience in financial planning, portfolio management, and pension consulting. In addition to individual clients, Jaime also works with businesses, insurance companies, and charitable organizations. Jaime is a member of the Winter Park Library finance committee.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/29/2022 - Present
Raymond James Financial Services Advisors, Inc. (Winter Park FL)
FL
10/27/2008 - 07/28/2016
PLANMEMBER SECURITIES CORPORATION (WINTER PARK FL)
BC
Issued 04/11/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/15/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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