Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Wolfe is a financial advisor with over 20 years of experience in the industry. Jaime has worked with clients in a variety of roles, including financial advisor, insurance agent, and finance manager. Jaime's experience spans a range of firms, including Questar Capital Corporation, Regis Securities Corporation, FFP Securities, Inc., Intersecurities, Inc., and Woodbury Financial Services, Inc. Jaime is currently registered with Osaic Wealth, Inc. and is licensed to offer investment advice in Michigan. Jaime provides a range of services to clients, including financial planning, pension consulting, portfolio management, and education seminars. Jaime's goal is to help her clients achieve their financial goals and make informed decisions about their investments.
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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MI
01/19/2024 - Present
Osaic Wealth, Inc. (TROY MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TROY MI)
MI
08/25/2005 - 03/01/2019
QUESTAR CAPITAL CORPORATION (TROY MI)
OH
01/20/2004 - 08/29/2005
REGIS SECURITIES CORPORATION (WESTERVILLE OH)
MO
05/17/2001 - 12/31/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
FL
12/20/2000 - 04/30/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 04/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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