Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Filiberto? Claim Your ProfileFiliberto Trevino is a financial advisor with over 15 years of experience in the industry. Filiberto is currently registered with J.P. Morgan Securities LLC, a firm with over 262,000 clients and more than $50 billion in assets under management. Filiberto specializes in providing financial advice to individuals, businesses, and charitable organizations. Filiberto holds a Series 6, 7, 24, 63, and 65 licenses, as well as the SIE exam.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
08/21/2015 - Present
J.p. Morgan Securities LLC (Plano TX)
TX
01/02/2015 - 04/28/2015
CAPITAL ONE INVESTING, LLC (SAN BENITO TX)
TX
05/31/2008 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (SAN BENITO TX)
TX
06/06/2007 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (HARLINGEN TX)
IA
Issued 11/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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