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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaymi? Claim Your ProfileJaymi Farrell is a financial advisor with Fidelity Personal and Workplace Advisors. Jaymi is a registered representative and investment advisor representative with the state of Texas. Jaymi has been in the financial services industry since December 2011. Jaymi previously worked for USAA Financial Advisors, Inc., Fidelity Brokerage Services LLC, and Scottrade, Inc. Jaymi is a registered representative with FINRA and Series 7, Series 63, Series 65, and Series 66. Jaymi specializes in financial planning, portfolio management for individuals and businesses, and 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.
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
TX
12/18/2019 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
CO
04/11/2018 - 12/21/2018
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
07/12/2013 - 08/14/2017
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
08/06/2010 - 06/21/2013
SCOTTRADE, INC. (WESTMINSTER CO)
IA
Issued 12/13/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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