Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaimee? Claim Your ProfileJaimee Harvey is a financial advisor who has been in the industry since 2014. Jaimee is currently registered with LPL Financial LLC and is licensed to provide investment advice in all 50 states. Jaimee has a strong track record of success, and is committed to providing her clients with personalized financial advice and guidance. Jaimee has a wide range of experience in helping clients with their financial goals.
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.
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CA
11/14/2018 - Present
LPL Financial LLC (SAN DIEGO CA)
MA
10/03/2016 - 11/27/2017
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
08/16/2014 - 09/27/2016
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
IA
Issued 11/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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