Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Marin-sanchez is a financial advisor with Charles Schwab & Co., Inc. Jesus is registered with the state of Texas and has been in the financial services industry since 2012. Jesus has passed the Series 7, Series 63, Series 66, and the SIE exams. Jesus was previously registered with TD AMERITRADE, INC. Jesus provides financial planning and selection of other advisors services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
01/26/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/20/2012 - 07/06/2023
TD AMERITRADE, INC. (Westlake TX)
BOTH
Issued 10/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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