Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Casey is a financial professional with over 5 years of experience in the industry. Jaime holds the Series 7, SIE, and Series 63 licenses, which allows Jaime to offer a variety of investment products and services to clients. Currently, Jaime is registered with Charles Schwab & Co., Inc. and works from their Westlake, TX branch. Prior to joining Charles Schwab & Co., Inc., Jaime was with TD Ameritrade, Inc. Jaime is registered to provide financial advice in 53 states and jurisdictions, including Texas, California, Illinois, and New York.
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
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2
TX
07/15/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
06/28/2018 - 10/03/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 07/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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