Unclaimed
Jesus Maria Hinojosa is an investment advisor representative with PNC Capital Advisors LLC. Jesus has been in the financial services industry since 2009 and has a broad range of experience in the industry, having worked with firms like Morgan Stanley & Co. LLC, Citigroup Global Markets Inc. and Alterna Securities, Inc. Jesus is registered with FINRA and the state of Texas. Jesus currently holds the Series 3, 7, 62, 63, 66, and SIE licenses. Jesus specializes in investment management for businesses, individuals and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Proprietary investment analysis 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.
A percentage of the total value of assets under management is charged.
1
2
TX
06/06/2023 - Present
PNC Capital Advisors LLC (Houston TX)
TX
02/02/2021 - 03/22/2022
ALTERNA SECURITIES, INC. (HOUSTON TX)
NY
10/01/2007 - 08/23/2013
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
06/29/2001 - 09/06/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/30/1996 - 06/18/1997
EURO BROKERS MAXCOR INC. (NEW YORK NY)
BOTH
Issued 06/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2020
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/06/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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