Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Tadashi Fukumae is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Lafayette, California. Jaime has been a registered representative in the securities industry since September 8, 1998. Jaime has also held prior positions at Foothill Securities, Inc. and 1st Global Capital Corp. Jaime holds Series 6, Series 7 and Series 66 securities licenses and the SIE exam. Jaime's specialties include retirement planning, college savings, estate planning, and insurance planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
11/11/2024 - Present
Cambridge Investment Research Advisors, Inc. (Lafayette CA)
CA
01/18/2011 - 06/27/2016
FOOTHILL SECURITIES, INC. (LAFAYETTE CA)
CA
09/09/1998 - 01/19/2011
1ST GLOBAL CAPITAL CORP. (LAFAYETTE CA)
BOTH
Issued 09/21/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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