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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Artemio? Claim Your ProfileArtemio Garza is a financial advisor who has been in the industry since 2007. Artemio is currently registered with J.p. Morgan Securities LLC and is licensed in several states. Previously, Artemio has worked for CHASE INVESTMENT SERVICES CORP., EDWARD JONES and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Artemio has a broad range of experience in financial planning, portfolio management, and investment advisory services. Artemio offers financial planning services to individuals and families, as well as to businesses and institutions. Artemio specializes in portfolio management for individuals, businesses, and institutions. Artemio has the Series 7 and Series 66 securities licenses and the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/24/2013 - Present
J.p. Morgan Securities LLC (CORONA CA)
CA
10/21/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RIVERSIDE CA)
CA
04/15/2009 - 10/15/2009
EDWARD JONES (REDLANDS CA)
CA
10/08/2007 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ONTARIO CA)
BOTH
Issued 11/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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