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Jaimee Lynn Wallerius

Newedge Securities, Inc.

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About Jaimee Lynn Wallerius

Jaimee Wallerius is a registered representative with Newedge Securities, Inc. Jaimee is licensed to sell securities in Pennsylvania. Jaimee has been in the securities industry since June 14, 2018. Jaimee is licensed to sell securities in the following categories: General Securities Representative, Securities Industry Essentials, and Uniform Combined State Law Examination. Jaimee's previous firm was Raymond James Financial Services, Inc..

Firm Information

Jaimee Wallerius is currently registered with Newedge Securities, Inc.. Newedge Securities, Inc. is a Corporation formed on December 14, 1981. The firm is registered with the SEC and in 53 states. Newedge Securities, Inc. has a history of disclosures including 7 Regulatory Events, 1 Civil Event, and 3 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jaimee Wallerius’s Registration & Firm History

PA

02/28/2024 - Present

Newedge Securities, Inc. (YORK PA)

PA

06/04/2018 - 02/16/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (YORK PA)

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Licenses & Designations

BOTH

Issued 09/04/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jaimee Lynn Wallerius.
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