Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aurora? Claim Your ProfileAurora Margarita Barcenas is a financial advisor at Hightower Advisors, LLC. Aurora has been in the financial industry since 2010 and holds Series 7, Series 63 and Series 65 licenses. Aurora is also a Certified Financial Planner. Aurora has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Before joining Hightower Advisors, LLC, Aurora was a financial advisor at Morgan Stanley.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
04/07/2022 - Present
Hightower Advisors, LLC (Dallas TX)
TX
09/03/2014 - 01/25/2019
MORGAN STANLEY (HOUSTON TX)
TX
01/28/2010 - 05/02/2014
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
IA
Issued 10/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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