Unclaimed
Jaimee Jude Beauvais is a financial professional with over 2 years of experience in the financial industry. Jaimee has a Series 7TO and Series 63 license and has been registered with Fidelity Brokerage Services LLC since March 2024. Prior to joining Fidelity Brokerage Services LLC, Jaimee worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Jaimee is licensed to sell securities in all 50 states.
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.
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.
1
2
RI
03/21/2024 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
NE
09/01/2023 - 03/01/2024
CHARLES SCHWAB & CO., INC. (Omaha NE)
NE
03/18/2021 - 09/01/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 04/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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