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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 Castelblanco is a financial advisor with UBS Financial Services Inc. based in CORAL GABLES, FL. Jaime has been in the industry since 2008 and has a wide range of experience in the financial services industry, including experience at Citigroup Global Markets Inc., Morgan Stanley Smith Barney, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jaime is registered with the state of Florida and is licensed to provide investment advice in several states including California, Colorado, Florida, New York, South Dakota, and Texas. Jaime holds a Series 7, Series 66 and SIE license.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
05/22/2014 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
FL
08/31/2012 - 05/23/2014
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
09/07/2011 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (MIAMI FL)
FL
05/05/2008 - 07/11/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
BOTH
Issued 11/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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