Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaymi? Claim Your ProfileJaymi Lee Dragonetti is a financial advisor with First Citizens Investor Services, Inc. Jaymi is registered in 22 states, with a focus on financial planning, portfolio management for businesses and individuals, and selection of other advisors. Jaymi holds Series 7TO and Series 66 securities licenses. Before joining First Citizens Investor Services, Inc., Jaymi worked for First Command Brokerage Services, Inc..
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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2
NC
06/24/2022 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
NC
08/09/2021 - 03/21/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (Fayetteville NC)
BOTH
Issued 09/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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