Unclaimed
Christian Aguilar Coronado is a financial advisor who has been in the industry since July 2007. Christian currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Christian has a diverse background in the industry with prior experience at Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp, USAA Financial Advisors, Inc., and USAA Investment Management Company. Christian holds a series 6, 7, 9, 10, 63, and 66 license. Christian holds multiple registrations, including the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PR
06/03/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GUAYNABO PR)
IL
08/16/2016 - 09/23/2019
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
10/01/2012 - 08/09/2016
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
01/28/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
11/05/2007 - 08/12/2009
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
11/05/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
01/02/2007 - 10/31/2007
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
BOTH
Issued 05/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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