Unclaimed
Estefania Chuecos is a financial advisor currently registered with J.p. Morgan Institutional Investments Inc. and has been working in the industry since 2008. Estefania is licensed in 9 states for securities and investments. Estefania previously worked at CHASE INVESTMENT SERVICES CORP., MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC..
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.
1
2
NY
01/18/2012 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
FL
10/15/2010 - 01/11/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
FL
06/01/2009 - 10/15/2010
MORGAN STANLEY SMITH BARNEY (MIAMI FL)
FL
04/02/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2009
Series 3 - National Commodity Futures Examination
BC
Issued 04/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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