Unclaimed
Jaime Luis Quinones is a financial advisor registered with LPL Financial LLC and Stockade Wealth Management. Jaime has been in the financial services industry since December 2006. Jaime is registered with the state of New Jersey as an Investment Advisor Representative, and also holds registrations in Florida, New York and Connecticut. Jaime also holds the Series 6, 7, 26 and 63 licenses and is a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
02/29/2012 - Present
LPL Financial LLC (MARLBORO NJ)
NY
12/15/2006 - 01/30/2012
FIRST INVESTORS CORPORATION (NEW YORK NY)
IA
Issued 02/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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