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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 McAuliffe is an investment advisor representative at Fisher Investments. Jaime has over 16 years of experience in the financial services industry. Jaime has been with Fisher Investments since June 2017. Prior to that, Jaime worked at VOYA FINANCIAL ADVISORS for 6 years. Jaime is licensed in Connecticut and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
11/03/2022 - Present
Fisher Investments (VERNON CT)
CT
01/03/2011 - 05/31/2017
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
07/19/2010 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
11/04/2003 - 04/27/2009
MML DISTRIBUTORS, LLC (ENFIELD CT)
MA
08/07/2003 - 08/22/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
10/09/2001 - 08/19/2003
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
03/23/1998 - 04/05/2001
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BOTH
Issued 03/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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