Unclaimed
Hector Javier Cuellar is a financial advisor with over 20 years of experience in the financial industry. He is currently registered with Crewe Capital in Salt Lake City, Utah. Hector has held previous roles with City Capital Advisors, LLC in Chicago, Illinois; McGladrey Capital Markets, LLC in Costa Mesa, California; Banc of America Securities LLC in New York, New York; and BancAmerica Securities, Inc. in San Francisco, California. Hector is a Series 7, 24, 63, 79TO, and SIE licensed professional.
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
UT
08/01/2016 - Present
Crewe Capital (Salt Lake City UT)
IL
01/08/2013 - 07/29/2016
CITY CAPITAL ADVISORS, LLC (CHICAGO IL)
CA
07/26/2004 - 01/31/2012
MCGLADREY CAPITAL MARKETS, LLC (COSTA MESA CA)
NY
10/01/1998 - 05/16/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
07/17/1998 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
BC
Issued 12/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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