Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Cortes is a financial advisor with over 20 years of experience in the industry. Jesus currently works at Morgan Stanley. Jesus has a strong track record of success in providing investment advice and financial planning services to a diverse clientele. Jesus holds Series 7, Series 63, Series 99TO, and SIE licenses, and is registered in New York and New Jersey. Jesus is a dedicated professional committed to helping clients achieve their financial goals. Prior to Morgan Stanley, Jesus worked at CITIGROUP GLOBAL MARKETS INC and HSBC SECURITIES, INC.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
10/04/2013 - Present
Morgan Stanley (New York NY)
NY
05/08/2000 - 03/08/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/07/1997 - 11/03/1998
HSBC SECURITIES, INC. (NEW YORK CITY NY)
BC
Issued 09/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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