Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Guillermo Reyes is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jesus is licensed in 53 states and the District of Columbia, as well as Puerto Rico. Jesus has been in the industry since 2019. Jesus holds a Series 66, a Series 7TO, a Series 9, a Series 10, and a SIE license. Jesus specializes in providing advisory services for individuals, businesses and pension plans. Jesus also provides portfolio management and research services for clients.
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
CA
02/27/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
BOTH
Issued 07/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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