Unclaimed
Jaime Estrada -febo is a financial professional with over 24 years of experience in the industry. Jaime is currently registered with Mutual Of Omaha Investor Services, Inc. and has a Series 6, Series 26 and SIE licenses. Jaime is registered in Colorado, Florida, and Puerto Rico. Jaime specializes in providing financial planning and portfolio management services to individuals and high net worth individuals. Jaime is based in Guaynabo, Puerto Rico.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
PR
01/01/1999 - Present
Mutual OF Omaha Investor Services, Inc. (GUAYNABO PR)
BC
Issued 11/07/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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