Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Rodolfo Court is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jaime has been in the financial services industry since 1989. Jaime has passed the Series 7, Series 63, Series 65 and SIE exams. Jaime is registered in several states including Florida, Texas, New York, California, Georgia and more. Jaime has experience with a wide range of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Jaime's previous employment includes Kidder, Peabody & Co. Incorporated. Jaime is also a director for Casas Del Toqui, S.A., a wine production and commercialization company in Chile.
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
FL
07/22/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
NY
01/24/1989 - 11/09/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 12/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities 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
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