Unclaimed
Jamie Vazquez is an investment advisor representative currently registered with Fifth Third Securities, Inc., located in Tiffin, OH. Jamie's registration status is currently active. Jamie obtained the Series 63 and Series 65 licenses in 2021 and has over 9 years of experience in the financial services industry. The advisor provides financial planning, portfolio management for businesses, and portfolio management for individuals services.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
06/04/2021 - Present
Fifth Third Securities, Inc. (TIFFIN OH)
IA
Issued 6/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/8/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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