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 Palmer is a financial advisor at View Capital RIA, LP. Jaime has been working in the industry since 1998 and is currently registered in Louisiana and Texas. Jaime specializes in providing financial planning, portfolio management, and pension consulting services to high-net-worth individuals, families, and charitable organizations.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/26/2006 - Present
View Capital RIA, LP (DALLAS TX)
TX
02/15/2005 - 06/29/2018
VCA SECURITIES, LP (DALLAS TX)
NY
01/13/2001 - 03/09/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
09/10/1998 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
07/08/1998 - 09/18/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NJ
05/15/1998 - 07/15/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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