Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Lynn Myers is a registered investment advisor with TIAA-CREF Individual & Institutional Services, LLC. Jaime is a seasoned professional in the financial services industry with over 15 years of experience. Jaime has held positions with several firms including MML Investors Services, LLC, LPL Financial LLC, Uvest Financial Services Group, Inc., LPL Financial Corporation, and Banc of America Investment Services, Inc. Jaime is also a registered representative with TIAA-CREF Individual & Institutional Services, LLC in North Carolina.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
02/14/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
11/30/2017 - 02/09/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
SC
06/08/2010 - 11/10/2017
LPL FINANCIAL LLC (FORT MILL SC)
NC
06/30/2010 - 05/17/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
11/20/2009 - 06/07/2010
LPL FINANCIAL CORPORATION (HUNTERSVILLE NC)
NY
01/29/2008 - 03/30/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LATHAM NY)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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