Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Sanchez is a financial professional with over 17 years of experience in the financial services industry. Sanchez is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 2005. Previously, Sanchez worked for Morgan Stanley and Beta Capital Securities LLC. Sanchez is a Series 66, 24, 23, 10, 9, 3, 31, and 7 license holder. Sanchez is registered in 53 states and the District of Columbia, as well as in Puerto Rico and the Virgin Islands.
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
TX
03/29/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
FL
02/25/2020 - 12/14/2021
BETA CAPITAL SECURITIES LLC (MIAMI FL)
FL
07/02/2018 - 02/24/2020
MORGAN STANLEY (AVENTURA FL)
FL
06/17/2005 - 06/25/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 03/11/2020
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 06/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2011
Series 3 - National Commodity Futures Examination
BC
Issued 07/28/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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