Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Alcantar is a financial advisor at Wells Fargo Clearing Services, LLC. Jesus is a registered representative with both FINRA and the state of California. Jesus has been in the securities industry since January 2017 and holds a Series 7, Series 66, and SIE license. Jesus has previously worked for Primerica Financial Services and PFS Investments Inc. Jesus specializes in providing financial planning, portfolio management, and investment consulting services to individual and institutional clients. Jesus is also a licensed driver for Uber and works part-time for the company.
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.
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2
CA
06/10/2022 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
11/01/2021 - 05/23/2022
PFS INVESTMENTS INC. (SAN MARCOS CA)
CA
01/23/2017 - 08/26/2021
WELLS FARGO CLEARING SERVICES, LLC (EL CENTRO CA)
UT
06/09/2016 - 08/29/2016
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
BOTH
Issued 09/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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