Unclaimed
Jesus Eduardo Kruger is a financial advisor with over 18 years of experience in the industry. Jesus is currently registered with UBS Financial Services Inc. and has been with the firm since January 2010. Previously, Jesus was registered with UBS International Inc. from January 2005 to January 2010. Jesus holds Series 3, 7 and 66 licenses and the SIE exam. Jesus is registered in 26 states to provide investment advice and brokerage services. Jesus is also a proprietor of Jestefana LLC, a family-owned real estate investment 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.
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.
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.
See schedule d - miscellaneous
1
2
FL
06/08/2020 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
01/13/2005 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
BOTH
Issued 03/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 3 - National Commodity Futures Examination
BC
Issued 01/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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