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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Sanchez yarza has been working in the financial industry since 1999. Currently, Jaime is a Registered Representative and Investment Adviser Representative with Snowden Capital Advisors LLC, a Registered Investment Advisor. Jaime is registered with the states of Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Virgin Islands, Virginia, Washington, and Wyoming. Previously, Jaime worked as a Financial Advisor at Morgan Stanley Smith Barney LLC. Jaime worked at Morgan Stanley Private Bank, N.A. as an Investment Advisor Representative from 2015 until 2024. Jaime is a Series 3, 7, 63, 65, and 79TO licensed individual.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/24/2024 - Present
Snowden Capital Advisors LLC (Coral Gables FL)
FL
06/01/2009 - 07/23/2024
MORGAN STANLEY (Miami FL)
FL
01/19/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
NY
10/20/1999 - 02/08/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 04/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1999
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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