Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Alejandro Loje sanchez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in SAN DIEGO, CA. Jesus has been in the financial services industry for over 5 years. Jesus is a registered representative in California and Texas. He is also registered as an investment advisor representative in California and Texas. Jesus has passed the Series 6, 7, 63, and 66 exams. Jesus has a background in banking and has worked for Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. In addition to his experience in the financial services industry, Jesus also holds a notary public commission and is active in the community.
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
CA
04/11/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
07/03/2018 - 03/29/2023
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
BOTH
Issued 7/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/1/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/3/2018
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
Not sure Jesus Loje sanchez is the right advisor for you? Invested Better is here to help.
