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Jaime Facchino

Prosperity - AN Eisneramper Co.

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About Jaime Facchino

Jaime Facchino is a financial advisor with Prosperity - An EisnerAmper Company. Jaime has been in the financial industry since 2003 and holds Series 6, 7, 63, and 66 securities licenses. Jaime's experience spans a variety of firms, including Charles Schwab & Co., Inc., UBS Financial Services Inc., and Wells Fargo Advisors, LLC. Jaime focuses on financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Jaime Facchino is currently registered with Prosperity - AN Eisneramper Co.. Prosperity - AN Eisneramper Co. is a registered investment advisor based in Owings Mills, MD. The firm has 27 licensed agents, 45 investment advisor representatives, and 42 registered representatives. They manage approximately $2.91 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Their services include financial planning, portfolio management, and educational seminars. They do not participate in wrap fee programs.
Prosperity - AN Eisneramper Co.

10065 RED RUN BOULEVARD

OWINGS MILLS, MD 21117

$2.91B

Assets Under Management

2

Total Clients

42

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jaime Facchino’s Registration & Firm History

MD

02/22/2024 - Present

Prosperity - AN Eisneramper Co. (OWINGS MILLS MD)

NJ

07/26/2022 - 05/01/2023

APW CAPITAL, INC. (ISELIN NJ)

NC

05/09/2016 - 06/28/2021

CHARLES SCHWAB & CO., INC. (Charlotte NC)

NC

09/08/2015 - 11/06/2015

FSC SECURITIES CORPORATION (CHARLOTTE NC)

NC

12/20/2013 - 11/03/2014

UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)

NC

12/15/2003 - 12/12/2013

WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 11/19/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2009

Series 7 - General Securities Representative Examination

BC

Issued 12/12/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jaime Facchino. Review regulatory record here.
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