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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Hefner is a financial advisor with Axxcess Wealth Management, LLC. Jaime Hefner is registered with the state of Arizona and has a series 66, series 7 and a SIE. Jaime Hefner has been in the financial industry since 2004 and has worked for several firms including United Planners' Financial Services of America A Limited Partner, NRP Financial, Inc., AIG Financial Advisors, Inc., and SunAmerica Securities, Inc. Jaime Hefner specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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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2
CA
12/01/2023 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
CA
10/30/2009 - 12/31/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PASADENA CA)
CA
07/22/2008 - 10/30/2009
NRP FINANCIAL, INC. (PASADENA CA)
CA
10/31/2005 - 07/23/2008
AIG FINANCIAL ADVISORS, INC. (PASADENA CA)
AZ
08/27/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 11/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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