Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Perez is a registered representative with R. F. Lafferty & CO., Inc. Jaime has been in the securities industry since June 4, 2015 and is currently registered with the state of New York and the Financial Industry Regulatory Authority (FINRA). Jaime is Series 7, 86, 87, and SIE licensed and has completed the Uniform Securities Agent State Law Examination (Series 63).
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/05/2015 - Present
R. F. Lafferty & CO., Inc. (NEW YORK NY)
BC
Issued 02/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/08/2016
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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