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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jayme? Claim Your ProfileJayme Duff is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jayme has been in the industry since 2016, and has experience working with a variety of clients, including individuals, corporations, and institutional investors. Jayme holds Series 6, 7, 63, 65, and 66 licenses, and is registered in Connecticut, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, Texas, and Vermont. Jayme is also registered as an investment advisor representative in Connecticut and Texas. In addition to providing investment advice, Jayme also offers financial planning services, including retirement planning and estate planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
12/01/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MA
03/28/2017 - 02/23/2018
PFS INVESTMENTS INC. (NEW BEDFORD MA)
NY
12/11/1996 - 08/14/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/31/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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