Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phoebe? Claim Your ProfilePhoebe Jaramillo is a registered representative with Stifel, Nicolaus & Company, Inc. in Irvine, California. Phoebe has been in the industry since 2000 and is licensed to provide investment advice and securities products in California. Phoebe is also licensed as a life and health insurance agent in California. Phoebe has been a registered representative with Finance 500, Inc., and Securities America, Inc. in the past. Phoebe specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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.
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.
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
08/20/2024 - Present
Stifel, Nicolaus & Company, Inc. (Irvine CA)
CA
07/19/2023 - 08/19/2024
FINANCE 500, INC. (IRVINE CA)
CA
09/20/2021 - 06/27/2023
SECURITIES AMERICA, INC. (TUSTIN CA)
CA
05/06/2020 - 08/27/2021
FINANCE 500, INC. (IRVINE CA)
CA
01/25/2019 - 04/17/2020
SECURITIES AMERICA, INC. (TUSTIN CA)
CA
05/10/2005 - 09/27/2007
MML INVESTORS SERVICES, INC. (ENCINO CA)
NE
01/20/2004 - 11/22/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
IN
01/24/2000 - 06/23/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 08/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2019
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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