Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Badia is a financial advisor with Raymond James & Associates, Inc., a firm with over $433 billion in assets under management. Jaime has been in the industry since 2004 and has a strong track record of success. Jaime holds the Series 7, Series 63, Series 66 and SIE licenses. Jaime has worked at several other firms including WELLS FARGO CLEARING SERVICES, LLC, DEUTSCHE BANK SECURITIES INC., LEGG MASON INVESTOR SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC. Jaime works with a variety of clients, including high-net-worth individuals, corporations, and institutions. Jaime provides a range of services, including financial planning, portfolio management, and investment advisory. Jaime's focus is on building long-term relationships with clients and helping them achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
03/25/2021 - Present
Raymond James & Associates, Inc. (Miami FL)
FL
07/28/2016 - 03/30/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
01/20/2015 - 07/29/2016
DEUTSCHE BANK SECURITIES INC. (MIAMI FL)
FL
01/03/2007 - 06/10/2014
LEGG MASON INVESTOR SERVICES, LLC (MIAMI FL)
FL
10/07/2004 - 12/19/2006
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
BC
Issued 08/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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