Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Ernesto Garcia is a financial professional with over 30 years of experience in the industry. Jaime has been a registered representative with Avantax Investment Services, Inc., since 1994 and was previously with Triple Check Financial Services, Inc., and First American National Securities, Inc. Jaime is a Series 6, 7, 22, 63, and 65 licensed professional. Jaime is currently an investment advisor representative with Cetera Investment Advisers LLC, a financial services firm with offices in Schaumburg, Illinois. In addition to his work with Cetera Investment Advisers LLC, Jaime is also the owner of InvestAX Financial Planning. Jaime's experience and expertise in the financial services industry make him a valuable resource for individuals and families seeking financial advice.
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 10/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1990
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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