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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 Garcia is a financial advisor with Cetera Investment Advisers LLC, a firm based in Schaumburg, Illinois. Jaime has been in the financial services industry since January 1987. Jaime is registered with the state of California as an Investment Adviser Representative and a Registered Representative. Jaime holds Series 6, 7, 22, 63, and 65 licenses as well as the Securities Industry Essentials Examination. Jaime is an experienced advisor who offers financial planning services to individuals, families, and businesses. Jaime is also a registered Investment Adviser Representative for Cetera Investment Advisers LLC.
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
08/24/2022 - Present
Cetera Investment Advisers LLC (CYPRESS CA)
CA
03/16/1994 - 09/01/2022
AVANTAX INVESTMENT SERVICES, INC. (Cypress CA)
CA
01/05/1990 - 03/02/1994
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
GA
01/01/1987 - 01/05/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 10/7/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/5/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/30/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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