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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 Elizabeth Barretta is a financial advisor with LPL Financial LLC, located in Folsom, CA. Jaime is registered with FINRA and the state of California, among other states. Jaime has been in the financial services industry since 2004. Previously, Jaime was affiliated with EDWARD JONES. Jaime holds Series 7, 63 and 65 licenses, as well as the SIE exam. Jaime offers investment advisory and financial planning services to individuals, businesses, corporations, trusts, estates, charitable organizations, and retirement plans. Jaime's experience, certifications, and specializations allow Jaime to provide comprehensive financial advice and guidance to clients.
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.
Consulting and other non-discretionary advisory services
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.
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CA
04/03/2024 - Present
LPL Financial LLC (FOLSOM CA)
CA
01/01/2004 - 09/06/2011
EDWARD JONES (FOLSOM CA)
IA
Issued 11/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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