Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Godoy is a financial advisor with Charles Schwab & CO., Inc.. Jaime has been in the industry since 1999 and has a wide range of experience in the financial services industry. Jaime specializes in providing financial planning services to individuals and families. Jaime is registered to provide investment advisory services in 53 states and is also registered as a Registered Representative (RR) in Arizona.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
05/26/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NY
02/26/2013 - 04/28/2015
ROYAL ALLIANCE ASSOCIATES, INC. (NEW YORK NY)
AZ
08/02/2010 - 04/11/2013
SAGEPOINT FINANCIAL, INC. (PHOENIX AZ)
AZ
10/17/2007 - 04/13/2010
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
10/31/2005 - 10/08/2007
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
01/02/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
01/02/2004 - 12/31/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
10/22/2001 - 12/19/2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
TX
07/05/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NE
11/11/1998 - 04/26/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 12/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/29/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jaime Godoy is the right advisor for you? Invested Better is here to help.
