Unclaimed
Drake Nathaniel Guerra is a financial advisor in Cheyenne, Wyoming. Drake Guerra is registered with Raymond James Financial Services, Inc. and has been in the industry since May 12, 2023. Drake Guerra holds the Series 63, Series 6TO and SIE licenses. Drake Guerra's previous employer was J.P. MORGAN SECURITIES LLC.
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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2
WY
07/08/2024 - Present
Raymond James Financial Services, Inc. (CHEYENNE WY)
WY
05/12/2023 - 06/19/2024
J.P. MORGAN SECURITIES LLC (Cheyenne WY)
BC
Issued 06/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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