Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Alvidrez is a financial advisor with LPL Financial LLC in El Paso, TX. Jesus has been working in the financial industry since 2001. Jesus holds Series 7, 63, and 66 licenses. Jesus has worked for other firms in the past, including Chase Investment Services Corp., BANC OF AMERICA INVESTMENT SERVICES, INC., OXFORD FINANCIAL GROUP, and CHASE SECURITIES OF TEXAS, INC. Jesus is registered to provide investment advice in Texas, Georgia, Indiana, and New Mexico.
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.
Consulting and other non-discretionary advisory services
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
01/18/2022 - Present
LPL Financial LLC (EL PASO TX)
TX
10/01/2012 - 07/07/2020
J.P. MORGAN SECURITIES LLC (EL PASO TX)
TX
05/21/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EL PASO TX)
MA
12/04/2001 - 11/13/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
TX
04/06/2001 - 06/14/2001
OXFORD FINANCIAL GROUP (HOUSTON TX)
TX
08/05/1998 - 03/02/2001
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
BOTH
Issued 12/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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