Jaime Bollinger (CRD# 5863508) is an Investment Advisor Representative working at Susko Wealth Advisors in Naples, FL and has 1 year of experience in the finance industry. Jaime Bollinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Susko Wealth Management, Llc D/b/a Susko Wealth Advisors | Naples, FL | Apr 2024 - Current | < 1 |
| Rfg Advisory, LLC | Naples, FL | Mar 2023 - Apr 2024 | 1 |
| Private Client Services, LLC | Naples, FL | Mar 2022 - Dec 2023 | 1 |
| Rfg Advisory, Llc Dba Four Seasons Wealth Management | Naples, FL | Dec 2021 - Mar 2023 | 1 |
| Susko Wealth Management, LLC | Naples, FL | Jan 2012 - Dec 2021 | 9 |
| Robert Susko, Cpa, LLC | Allentown, PA | Oct 2007 - Dec 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2022 |
- FL
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, PA
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