Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Eldon Ackles is an investment advisor representative at Edelman Financial Engines. Jaime is registered with the state of Massachusetts and has been in the industry since 1998. Jaime has passed the Series 6, Series 7, Series 63, and Series 65 exams. Previously, Jaime worked at MMC Securities Corp. and Putnam Retail Management Limited Partnership. Jaime is also an elected member of the Randolph School Committee.
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.
Set-up fees & related svcs; reimbursements for printed materials
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MA
01/07/2009 - Present
Edelman Financial Engines (BOSTON MA)
MA
04/01/2005 - 11/16/2006
MMC SECURITIES CORP. (NORWOOD MA)
MA
09/23/1998 - 04/01/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 12/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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