Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Gerardo Sifuentes is a financial professional with experience in the financial services industry. Jesus Gerardo Sifuentes is currently registered with Park Avenue Securities LLC. Jesus Gerardo Sifuentes holds multiple licenses and certifications, including the Series 7, Series 6, and Series 63 exams. In addition to his work at Park Avenue Securities LLC, Jesus Gerardo Sifuentes also provides insurance services. Prior to joining Park Avenue Securities LLC, Jesus Gerardo Sifuentes was employed by NYLIFE Securities LLC. Jesus Gerardo Sifuentes specializes in financial planning, portfolio management for individuals 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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TX
10/15/2024 - Present
Park Avenue Securities LLC (SAN ANTONIO TX)
TX
09/12/2019 - 12/22/2021
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
IA
Issued 10/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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