Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Paul Padilla is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in CORAL GABLES, FL. Jean Paul has been in the securities industry since February 25, 2010. Jean Paul previously worked at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Jean Paul has passed Series 6, 7, 63, and 66 exams and holds an active registration with FINRA and the states of FL, TX, GA, ME, NC, PR and TN. Jean Paul provides investment advisory services to individuals, businesses, corporations, pension and profit-sharing plans, investment companies, insurance companies, charitable organizations, banking or thrift institutions, state or municipal government entities, and other investment advisers.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
03/31/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
FL
10/01/2012 - 04/01/2023
J.P. MORGAN SECURITIES LLC (CORAL GABLES FL)
FL
02/25/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CORAL GABLES FL)
BOTH
Issued 12/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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