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 West has been in the financial services industry since 2003. Jaime is currently a registered representative with Cetera Investment Advisers LLC. Jaime is licensed in multiple states and holds both Series 6 and Series 65 licenses, demonstrating their commitment to professional development. Jaime has a strong track record of providing financial advice to individuals, businesses, and charitable organizations. Jaime specializes in areas such as financial planning, pension consulting, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
03/09/2022 - Present
Cetera Investment Advisers LLC (VIENNA VA)
MD
01/13/2003 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (SILVER SPRING MD)
IA
Issued 7/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/2/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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