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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 Zarlenga-siegler is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jaime has over 20 years of experience in the financial services industry. Jaime holds the Series 63, Series 65, Series 7 and SIE licenses. Jaime also has a CFP® designation. Jaime has been registered with Wells Fargo Advisors Financial Network, LLC since March 2023. Prior to that, Jaime was with UBS Financial Services Inc. and McDonald Investments Inc. Jaime specializes in providing financial advice to individuals, businesses and institutions.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
03/29/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CLEVELAND OH)
OH
02/09/2007 - 04/26/2023
UBS FINANCIAL SERVICES INC. (PEPPER PIKE OH)
OH
01/22/2002 - 02/09/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NJ
02/26/2001 - 10/26/2001
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
IA
Issued 03/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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