Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Wynsma is a financial advisor with over 15 years of experience in the industry. Jaime has worked with both Investment Professionals, Inc. and Primevest Financial Services, Inc. Currently, Jaime is an active Registered Representative (Series 7 & SIE), as well as an active Investment Advisor Representative (Series 65 & 63). Jaime has a strong commitment to serving individuals, businesses, and charitable organizations. Jaime is currently registered with Osaic Institutions, Inc. in multiple states including Michigan, Florida, Texas, and South Carolina, to name a few. Jaime specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for individuals, and portfolio management for businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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2
MI
09/11/2018 - Present
Osaic Institutions, Inc. (Hudsonville MI)
MI
02/27/2012 - 09/13/2018
INVESTMENT PROFESSIONALS, INC. (JENISON MI)
MI
03/11/2005 - 03/05/2012
PRIMEVEST FINANCIAL SERVICES, INC. (HUDSONVILLE MI)
IA
Issued 10/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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