Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jairo? Claim Your ProfileJairo Lemos is a financial advisor with over 10 years of experience in the industry. Jairo is currently registered with Gateway Wealth Partners, LLC and is licensed to provide investment advice in Connecticut and Florida. Jairo has a strong background in financial planning, portfolio management and has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Jairo is committed to providing personalized financial advice and helping clients reach their financial goals. Jairo previously held positions with Edward Jones, Pruco Securities, LLC and MML Distributors, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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
FL
10/05/2023 - Present
Gateway Wealth Partners, LLC (Cape Coral FL)
CT
09/13/2017 - 07/02/2019
EDWARD JONES (GLASTONBURY CT)
MN
06/23/2014 - 09/11/2017
PRUCO SECURITIES, LLC. (PLYMOUTH MN)
MA
11/24/2010 - 01/10/2013
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
11/24/2010 - 01/10/2013
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
BOTH
Issued 11/08/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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