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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaymie? Claim Your ProfileJaymie Brian Wetzel is a financial advisor who has been in the industry since 2000. Jaymie Wetzel is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Jaymie Wetzel was affiliated with BANC OF AMERICA INVESTMENT SERVICES, INC. in California and QUICK & REILLY, INC. in New York. Jaymie Wetzel has passed the Series 66, Series 10, Series 9, Series 53, Series 4, Series 24, Series 52TO, SIE, and Series 7 exams.
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
CA
02/26/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEVERLY HILLS CA)
CA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WESTLAKE VILLAGE CA)
NY
12/01/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 01/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/02/2006
Series 4 - Registered Options Principal Examination
BC
Issued 03/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
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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