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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Arnoldo Cavazos is a financial advisor with over 15 years of experience in the industry. Jaime currently works with LPL Financial LLC and IWC Financial Planning. Jaime is a registered representative with the state of Texas. Jaime's primary business is investment related, offering services such as financial planning, consulting, and portfolio management. Jaime's approach to financial planning is tailored to each client's individual needs and goals. Jaime is committed to providing clients with the highest level of personalized service and attention.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
01/24/2018 - Present
LPL Financial LLC (EDINBURG TX)
TX
02/15/2017 - 11/07/2017
EDWARD JONES (EDINBURG TX)
TX
07/20/2007 - 10/18/2007
CHASE INVESTMENT SERVICES CORP. (HUMBLE TX)
TX
02/16/2006 - 08/10/2007
H.D. VEST INVESTMENT SERVICES (PALMVIEW TX)
TX
11/13/2003 - 02/17/2006
PFS INVESTMENTS INC. (MCALLEN TX)
BOTH
Issued 03/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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