Unclaimed
Jaime Barnes is a financial advisor with Ameriprise Financial Services, LLC, with 19 years of experience in the financial services industry. Jaime has a wide range of experience and licenses, and provides financial planning and investment advice to individuals, families, businesses, and institutions. Jaime is registered to provide financial advice in multiple states, including Texas. Ameriprise Financial Services, LLC is a firm that provides financial advisory services to individuals, families, businesses, and institutions. Ameriprise has $479 billion in assets under management and specializes in a variety of financial services, including financial planning, investment management, and retirement 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.
Asset allocation services
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.
1
2
MA
08/30/2022 - Present
Ameriprise Financial Services, LLC (RAYNHAM MA)
MN
02/08/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
06/15/2004 - 01/10/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/15/2004 - 01/10/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/17/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/16/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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