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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Walker is a financial advisor who has been in the industry since 2014. Jaime is currently registered with LPL Financial LLC in Fort Mill, SC and TX. Prior to working with LPL Financial LLC, Jaime worked with VANGUARD MARKETING CORPORATION. Jaime is a licensed securities representative who holds several securities registrations including the Series 7, Series 63, Series 66, Series 99TO, and Series 24 examinations. Jaime offers a range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
02/26/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
04/09/2014 - 02/27/2024
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 11/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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