Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Junker is a financial advisor with over 20 years of experience in the industry. Jaime is currently registered with LPL Financial LLC in Minnesota and Wisconsin. Prior to joining LPL Financial LLC, Jaime was previously registered with Avantax Investment Services, Inc. in Minnesota and 1ST GLOBAL CAPITAL CORP. in Minnesota. Jaime has a strong background in financial planning, portfolio management, and tax preparation. Jaime holds both the Series 66 and Series 7 licenses and has obtained the Series 63 license as well. Jaime is committed to helping individuals and families achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
MN
06/10/2024 - Present
LPL Financial LLC (LAKE ELMO MN)
MN
10/25/2019 - 06/13/2024
AVANTAX INVESTMENT SERVICES, INC. (LAKE ELMO MN)
MN
11/29/2004 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (LAKE ELMO MN)
CA
09/21/2001 - 12/01/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 04/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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