Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessy? Claim Your ProfileJessy Carrillo Arzola is a financial advisor with over six years of experience in the financial services industry. Jessy Arzola is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a broker-dealer and investment advisor. Jessy Carrillo Arzola has experience with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Jessy Carrillo Arzola provides a range of financial services, including portfolio management, financial planning, and investment research. Jessy Carrillo Arzola has passed the Series 6, Series 7, Series 63, and Series 65 exams.
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
TX
06/07/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
01/09/2020 - 06/08/2022
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
06/10/2016 - 11/08/2019
PRUCO SECURITIES, LLC. (HOUSTON TX)
IA
Issued 08/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
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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