Unclaimed
Jesse Juarez Rangel is a financial advisor who has been in the industry since 2002. Jesse Rangel is currently registered as an Investment Advisor Representative with Missionsquare Retirement. Jesse Rangel is also registered as a Broker in Arkansas, Louisiana, Oklahoma, and Texas. Jesse Rangel has been a registered representative for several firms including BBVA Securities Inc., J.P. Morgan Securities LLC, and Chase Investment Services Corp. Jesse Rangel specializes in working with high-net-worth individuals, insurance companies and individuals other than high-net-worth. Jesse Rangel has also been a registered representative with Missionsquare Retirement.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/17/2019 - Present
Missionsquare Retirement (Forney TX)
TX
07/21/2015 - 04/11/2017
BBVA SECURITIES INC. (ROWLETT TX)
TX
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
02/01/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
09/21/2010 - 02/25/2011
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
07/06/2005 - 07/27/2009
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
IL
04/21/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
GA
05/28/1998 - 03/29/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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