Unclaimed
Jaymes Dickinson is a registered investment advisor representative with Vanguard Advisers, Inc. Jaymes has been in the industry since October 2008. Jaymes is registered in Arizona and Texas and holds the Series 6, 7, 63 and 65 licenses. Jaymes works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and health and welfare trusts. Jaymes specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Jaymes also offers financial planning services and assists clients with the selection of other advisors.
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.
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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AZ
05/05/2017 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
IA
Issued 04/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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