Unclaimed
Jaime Velasquez Darwin is a financial advisor based in Oak Lawn, Illinois. Jaime has over 15 years of experience in the financial services industry. Currently, Jaime is registered with The Huntington Investment Co. Previously, Jaime was associated with LPL FINANCIAL LLC, FIRSTMERIT FINANCIAL SERVICES, INC, FIRST BROKERAGE AMERICA, L.L.C., and FIFTH THIRD SECURITIES, INC. Jaime holds licenses for Series 6, Series 63, and SIE. Jaime specializes in portfolio management for businesses and individuals, as well as selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
02/01/2017 - Present
THE Huntington Investment Co. (OAK LAWN IL)
IL
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (OAK LAWN IL)
IL
12/03/2012 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (OAK LAWN IL)
IL
06/18/2010 - 01/19/2011
FIRSTMERIT FINANCIAL SERVICES, INC (OAK LAWN IL)
IL
11/28/2006 - 12/31/2009
FIRST BROKERAGE AMERICA, L.L.C. (OAK LAWN IL)
IL
08/04/2005 - 11/17/2006
FIFTH THIRD SECURITIES, INC. (OAK LAWN IL)
BC
Issued 08/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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