Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Ortiz de pilar is an active investment advisor representative registered with Boreal Capital Management LLC. Jaime has over 5 years of experience in the financial services industry. Jaime previously worked for J.P. Morgan Securities LLC. Jaime holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Jaime is registered to offer investment advisory services in Florida. Jaime specializes in portfolio management for individuals and 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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
01/10/2019 - Present
Boreal Capital Management LLC (MIAMI FL)
FL
10/01/2013 - 09/05/2018
J.P. MORGAN SECURITIES LLC (MIAMI FL)
IA
Issued 12/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jaime Ortiz de pilar is the right advisor for you? Invested Better is here to help.
