Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Herrera is a financial advisor with Alera Investment Advisors, LLC. Jaime has been working in the financial industry since December 26, 2015. Jaime is registered with the state of Illinois. Jaime also has experience with several other firms, including TRIAD ADVISORS LLC, B. RILEY WEALTH MANAGEMENT, NATIONAL SECURITIES CORPORATION, EQUITABLE ADVISORS, LLC, NORTHERN TRUST SECURITIES, INC. and J.P. MORGAN SECURITIES LLC. Jaime holds Series 6, 7TO, 63 and 66 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
IL
07/28/2023 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
07/21/2023 - 08/23/2024
TRIAD ADVISORS LLC (Deerfield IL)
IL
07/22/2022 - 06/14/2023
B. RILEY WEALTH MANAGEMENT (Chicago IL)
IL
03/03/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
IL
04/09/2020 - 10/14/2020
EQUITABLE ADVISORS, LLC (OAK BROOK IL)
IL
11/01/2019 - 01/14/2020
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
02/20/2015 - 09/11/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 07/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jaime Herrera is the right advisor for you? Invested Better is here to help.
