Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacques? Claim Your ProfileJacques Mauricio Borisewitz is a financial advisor with Raymond James & Associates, Inc. based in Houston, Texas. Jacques has over 30 years of experience in the financial services industry. Prior to joining Raymond James, Jacques worked for UBS Financial Services Inc., UBS International Inc., Citigroup Global Markets Inc., and Prudential Securities Incorporated. Jacques holds Series 7, Series 31, Series 63, and Series 65 licenses. Jacques specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/17/2015 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
TX
01/01/2010 - 05/14/2015
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
08/26/2005 - 01/01/2010
UBS INTERNATIONAL INC. (HOUSTON TX)
NY
06/11/1999 - 09/09/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/24/1993 - 06/14/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 03/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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