Unclaimed
Jaime Rene Hatley is a financial advisor currently registered with Cambridge Investment Research, Inc. in Marion, Iowa. Jaime has been in the financial industry since 2000. Prior to joining Cambridge Investment Research, Inc., Jaime was registered with LPL FINANCIAL LLC, BANCWEST INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION and FINANCIAL NETWORK INVESTMENT CORPORATION. Jaime holds Series 6, 7 and 63 licenses, as well as the SIE exam.
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.
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.
1
2
IA
10/16/2023 - Present
Cambridge Investment Research, Inc. (Marion IA)
IA
07/19/2023 - 10/16/2023
LPL FINANCIAL LLC (MARION IA)
IA
08/12/2006 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (MARION IA)
IA
03/30/2001 - 08/12/2006
INVEST FINANCIAL CORPORATION (MARION IA)
CA
02/04/2000 - 04/02/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 01/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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