Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Jimenez is a financial advisor with Moelis & Co. LLC in Los Angeles, CA. Carlos began his career in the industry on 10/18/2005 and has been registered with the state of California since 3/12/2008. Carlos is also a Series 7, Series 63, and Series 79TO licensed representative. Carlos has a background in investment banking.
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.
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.
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CA
03/12/2008 - Present
Moelis & Co. LLC (LOS ANGELES CA)
CA
10/12/2005 - 03/04/2008
LEHMAN BROTHERS INC. (LOS ANGELES CA)
BC
Issued 12/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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