Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Caraveo is an investment advisor representative at U.S. Bancorp Investments, Inc. Jaime has been in the industry for over 12 years. Jaime has a Series 66, Series 7TO and SIE. Jaime has registered with FINRA and has a registration with the state of California.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
09/07/2023 - Present
U.s. Bancorp Investments, Inc. (Sacramento CA)
CA
05/19/2023 - 09/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)
CA
01/07/2022 - 04/26/2023
WELLS FARGO CLEARING SERVICES, LLC (ROSEVILLE CA)
BOTH
Issued 02/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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