Unclaimed
Jaimie Blackman is a financial advisor with Cetera Investment Advisers LLC. Jaimie has been working in the financial industry since 2002. Jaimie has a wide range of experience in the industry, having worked at firms such as UBS Financial Services Inc. and Ladenburg Capital Management Inc. Jaimie has a Series 7, Series 31, and Series 66 license. Jaimie is a registered representative in 13 states, including New York, Texas, California, Colorado, Connecticut, District of Columbia, Massachusetts, New Jersey, Pennsylvania, South Carolina, Virginia and Illinois. Jaimie is also a registered investment advisor representative in New York and Texas. Jaimie's main areas of focus include financial planning, pension consulting, and portfolio management for both businesses and individuals.
STATEN ISLAND, NY
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.
1
2
NY
11/12/2020 - Present
Cetera Investment Advisers LLC (STATEN ISLAND NY)
NY
03/12/2009 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (STATEN ISLAND NY)
NY
08/19/2002 - 04/02/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
12/19/2001 - 07/25/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BOTH
Issued 1/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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