Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Marie Traywick is a financial advisor with Stratos Wealth Partners, Ltd. Jaime Marie Traywick has been in the industry since 2003. Jaime Marie Traywick holds Series 6, 7, 63, and 66 licenses. Jaime Marie Traywick is also registered with the state of Louisiana as an investment advisor representative. Jaime Marie Traywick specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for investment companies.
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.
Percentage of assets under management with third party managers
1
2
OH
05/18/2016 - Present
Stratos Wealth Partners, Ltd. (gallipolis OH)
OH
09/01/2011 - 06/10/2016
WESBANCO SECURITIES, INC. (IRONTON OH)
KY
11/13/2009 - 08/26/2011
PNC INVESTMENTS (ASHLAND KY)
OH
06/07/2005 - 11/13/2009
NATCITY INVESTMENTS, INC. (PORTSMOUTH OH)
NY
02/26/2004 - 05/24/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WI
11/20/2003 - 02/02/2004
AMERICAN FAMILY SECURITIES, LLC (MADISON WI)
BOTH
Issued 04/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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