Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inezjustine? Claim Your ProfileInez Justine Refugio Aznar is a financial advisor with over 11 years of experience in the industry. Inez Justine Refugio Aznar is currently registered with Eagle Strategies LLC, where Inez Justine Refugio Aznar has been working since November 2022. Previously, Inez Justine Refugio Aznar was registered with SANTANDER SECURITIES LLC and J.P. MORGAN SECURITIES LLC. Inez Justine Refugio Aznar has a Series 66, Series 7 and SIE license and is registered in several states, including California, Connecticut, New Hampshire, New Jersey, and New York. Inez Justine Refugio Aznar specializes in working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Inez Justine Refugio Aznar provides financial planning, pension consulting, educational seminars, and portfolio management services. Inez Justine Refugio Aznar also offers other business services, such as insurance brokerage, and is involved in a business referral club and the National LGBT Chamber of Commerce New York.
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.
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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NY
11/09/2022 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
09/14/2021 - 08/17/2022
SANTANDER SECURITIES LLC (Long Island City NY)
NY
03/08/2018 - 09/04/2021
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
06/17/2015 - 03/07/2018
CAPITAL ONE INVESTING, LLC (BROOKLYN NY)
CA
05/15/2014 - 06/23/2015
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
09/13/2011 - 05/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
01/10/2011 - 08/15/2011
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
BOTH
Issued 04/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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