Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Omar Sanchez is a financial advisor who has been in the industry since April 2016. Currently, Jaime is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and is located in SPOKANE, WA. Jaime has experience with clients of all types, including individuals, corporations, businesses, insurance companies, and charitable organizations. Jaime is also a registered investment advisor representative and has worked with J.P. Morgan Securities LLC and Chase Investment Services Corp. in the past.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
01/17/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPOKANE WA)
NY
09/07/2021 - 04/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WA
10/01/2012 - 02/28/2018
J.P. MORGAN SECURITIES LLC (SPOKANE WA)
WA
01/01/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SPOKANE WA)
BOTH
Issued 12/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jaime Sanchez is the right advisor for you? Invested Better is here to help.
