Unclaimed
Abraham Arturo Jimenez is a financial advisor registered with Cerity Partners LLC. Abraham has been in the industry for 1 year. Abraham is registered with the state of Illinois. Abraham has earned the Series 7TO, Series 66 and SIE licenses. Abraham previously worked with Vanguard Marketing Corporation in Malvern, PA.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
07/19/2023 - Present
Cerity Partners LLC (Chicago IL)
PA
07/19/2022 - 07/14/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 08/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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