Unclaimed
Jaime Guillermo Quiros is a financial advisor registered with FBB Capital Partners. Jaime has worked in the financial industry since 2001. Jaime is a Certified Financial Planner. Jaime has passed the Series 6, 7, 56 and 66 examinations and has worked at a number of firms, including Ameritas Investment Corp, Avatar Securities, LLC and RBC Professional Trader Group LLC. Jaime specializes in portfolio management for individuals and businesses and provides financial planning services.
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.
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.
1
2
MD
09/10/2014 - Present
FBB Capital Partners (BETHESDA MD)
MD
01/02/2013 - 08/14/2014
AMERITAS INVESTMENT CORP. (ROCKVILLE MD)
NY
04/08/2011 - 09/21/2012
AVATAR SECURITIES, LLC (NEW YORK NY)
NY
05/21/2007 - 09/19/2008
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
GA
01/04/2001 - 12/31/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 02/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2011
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 01/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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