Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you German? Claim Your ProfileGerman Jarquin is an investment advisor representative with Equitable Advisors, LLC. German has been in the securities industry since 2003. German holds Series 7, 31, 66 and SIE securities licenses and has experience working with individuals, corporations, and pension and profit-sharing plans. German is also licensed to sell fixed insurance products. In addition to providing financial planning, German provides portfolio management services to individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/24/2023 - Present
Equitable Advisors, LLC (MIAMI FL)
FL
10/13/2021 - 04/28/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CORAL GABLES FL)
FL
11/15/2019 - 08/12/2021
OPPENHEIMER & CO. INC. (MIAMI FL)
FL
01/06/2005 - 02/22/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CORAL GABLES FL)
NE
05/02/2003 - 12/17/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
OH
03/04/2003 - 05/30/2003
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
05/21/2001 - 09/19/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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