Unclaimed
Jaime Estevez is a financial advisor at KKR Capital Markets LLC. Jaime has been in the financial services industry since 2015. Jaime has a Series 66 license from the Uniform Combined State Law Examination and holds Series 3, SIE and Series 7 licenses. Previously, Jaime was an advisor at PIMCO INVESTMENTS LLC, BLACKROCK INVESTMENTS, LLC, HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC., and FIDELITY BROKERAGE SERVICES LLC. Jaime is registered in 53 states and the District of Columbia.
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.
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.
1
2
FL
02/26/2024 - Present
KKR Capital Markets LLC (Miami FL)
FL
03/17/2022 - 01/16/2024
PIMCO INVESTMENTS LLC (Miami FL)
FL
06/20/2016 - 02/10/2022
BLACKROCK INVESTMENTS, LLC (MIAMI FL)
TX
08/25/2015 - 06/01/2016
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
TX
11/17/2014 - 08/11/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 12/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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