Unclaimed
Jesus Ernesto Corao guma is a financial advisor with over 10 years of experience in the industry. Currently, Jesus is a registered representative for Santander Securities LLC and a Registered Investment Advisor with the state of Florida. Jesus has worked with several notable financial institutions in the past including Citigroup Global Markets Inc., Citi International Financial Services LLC, and Commercebank Investment Services, Inc. Jesus has passed the Series 66, Series 7 and SIE exams, demonstrating his comprehensive knowledge of the securities industry. Jesus specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
09/28/2017 - Present
Santander Securities LLC (Coconut Grove FL)
FL
06/10/2014 - 01/28/2016
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
PR
06/28/2006 - 05/12/2014
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
FL
12/12/2002 - 08/09/2004
COMMERCEBANK INVESTMENT SERVICES, INC. (CORAL GABLES FL)
BOTH
Issued 08/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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