Unclaimed
Jaime Christofferson Niesley is a financial advisor at Cetera Investment Advisers LLC. Jaime has been in the financial services industry for 7 years. Jaime is registered with the state of California and Texas. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a total of $104,468,595,111 in assets under management. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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 06/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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