Unclaimed
Jenaro Tabunda Centeno is an investment advisor representative registered with Wells Fargo Clearing Services, LLC. Jenaro has been in the financial services industry since 2009. Jenaro has a wide range of experience, having previously worked with firms such as Washington Square Securities, Inc., Fortis Investors, Inc., Chatfield Dean & Co., Inc., and The Stuart-James Company, Incorporated. Jenaro is registered with the Securities and Exchange Commission (SEC) and holds Series 7, 24, 63 and 66 licenses.
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.
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.
Investment consulting services to institutional clients
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
MO
08/08/2017 - Present
Wells Fargo Clearing Services, LLC (FRONTENAC MO)
CT
08/10/1994 - 12/31/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
05/16/1991 - 07/24/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
CO
11/28/1990 - 01/09/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
07/18/1989 - 11/30/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 01/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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