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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaimeson? Claim Your ProfileJaimeson Martin Smith is a financial advisor with Creative Planning, LLC, a firm with a strong focus on providing comprehensive financial advice and investment management services. Jaimeson has a broad range of experience in the financial services industry and holds various licenses and certifications, including Series 6, 7, 9, 10, 24, 4, 63, and 66. Jaimeson's previous experience includes roles at Robinhood Financial, LLC, and Fidelity Brokerage Services LLC, demonstrating a strong commitment to providing comprehensive financial services to clients. Jaimeson specializes in providing financial planning, investment management, and pension consulting services to a diverse clientele, including individuals, corporations, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/22/2024 - Present
Creative Planning (Fort Worth TX)
TX
09/10/2020 - 02/23/2024
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
11/15/2000 - 08/19/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
RI
11/25/1997 - 07/16/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 02/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 4 - Registered Options Principal Examination
BC
Issued 10/07/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/28/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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