Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime W. Wright is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. with over 30 years of experience in the financial services industry. Jaime has a broad range of experience, having worked previously at AXA ADVISORS, LLC and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Jaime is licensed to provide investment advice in several states and holds multiple FINRA licenses, including Series 6, 7, 9, 10, 24, 52TO, 53, 63, and 65. Jaime holds a master's degree in financial services from the University of Pennsylvania. Jaime is a member of the M.A.N. Minority Athlete Network.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
03/16/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
07/29/1992 - 03/11/2015
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/29/1992 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/07/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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