Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Settles is an active advisor with Raymond James Financial Services Advisors, Inc., located in Franklin, TN. Jaime has been in the financial services industry for over 20 years, having previously worked at firms such as Truist Investment Services, Inc., Merrill Lynch, and First Tennessee Brokerage, Inc. Jaime is registered in both Indiana and Tennessee, and has a strong focus on providing investment advice to high-net-worth individuals and families, corporations, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
08/02/2023 - Present
Raymond James Financial Services Advisors, Inc. (Franklin TN)
TN
08/18/2022 - 08/14/2023
TRUIST INVESTMENT SERVICES, INC. (BRENTWOOD TN)
TN
11/10/2017 - 07/23/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRANKLIN TN)
FL
11/26/2013 - 09/06/2017
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
TN
01/10/2012 - 05/31/2012
AXA ADVISORS, LLC (FRANKLIN TN)
TN
11/17/2009 - 09/03/2010
FIRST TENNESSEE BROKERAGE, INC. (NASHVILLE TN)
TN
03/03/2008 - 09/05/2008
STERNE AGEE FINANCIAL SERVICES, INC. (BRENTWOOD TN)
TN
02/13/2007 - 04/18/2007
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
04/17/2002 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (MEMPHIS TN)
AL
02/14/2000 - 12/04/2000
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
02/01/1997 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
10/30/1995 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
BOTH
Issued 11/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/27/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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