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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Manuel Vazquez marti is a financial advisor who is currently employed by Osaic Wealth, Inc. Jesus Manuel Vazquez marti has over 20 years of experience in the financial industry and is registered with the state of Georgia and the District of Columbia. Jesus Manuel Vazquez marti specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for individuals and businesses. Prior to joining Osaic Wealth, Inc. Jesus Manuel Vazquez marti worked for FSC Securities Corporation, Robinhood Financial, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, CUNA Brokerage Services, Inc., Oriental Financial Services Corp., and Investors Capital Corp. Jesus Manuel Vazquez marti has a strong understanding of the financial markets and is committed to providing his clients with the highest level of service.
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.
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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AZ
11/03/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
09/22/2022 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/29/2021 - 04/27/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
AZ
10/19/2020 - 05/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
WA
08/14/2019 - 03/25/2020
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
IA
10/17/2003 - 01/02/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
PR
10/09/2001 - 02/27/2002
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
MA
07/30/2001 - 11/13/2001
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/16/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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