Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Suarez is a financial advisor with LPL Financial LLC. Jaime has been in the financial services industry since 2002. Jaime is registered with the Securities and Exchange Commission (SEC) as a Registered Representative and Investment Advisor Representative. Jaime has a Series 7, Series 66 and a SIE license. Jaime is registered in 18 states, including Washington, California, Texas, Oregon, and Florida. Jaime's previous employment includes Amerprise Financial Services, Inc. and IDS Life Insurance Company. Jaime is a seasoned financial advisor with extensive experience helping individuals and families with their financial planning needs.
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
WA
11/14/2005 - Present
LPL Financial LLC (EVERETT WA)
MN
05/22/2002 - 10/20/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/22/2002 - 10/20/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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