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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 Niesley is a financial advisor with Cetera Investment Advisers LLC in Escondido, California. Jaime is also registered with Cetera Investment Advisers LLC in Texas. Jaime has been in the industry since April 13, 2016 and has been registered with the state of California as a broker since June 9, 2021. Jaime is also registered with the state of California as an investment advisor. Prior to working at Cetera Investment Advisers LLC, Jaime worked at VOYA FINANCIAL ADVISORS, INC. in Escondido, California. Jaime has a Series 6 and Series 63 license. Jaime also holds a Certified Financial Planner designation.
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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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (ESCONDIDO CA)
CA
04/14/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ESCONDIDO CA)
BC
Issued 6/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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