Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Pineda is a financial advisor with over 11 years of experience in the industry. Jesus Pineda is currently registered with MML Investors Services, LLC and holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Jesus Pineda has previously been registered with NYLIFE Securities LLC. Jesus Pineda is a dedicated financial advisor with a strong track record of providing clients with personalized financial solutions. Jesus Pineda is committed to helping clients achieve their financial goals and has expertise in areas such as financial planning, retirement planning, investment management, and insurance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
AZ
09/08/2022 - Present
MML Investors Services, LLC (SCOTTSDALE AZ)
AZ
06/03/2011 - 09/12/2022
NYLIFE SECURITIES LLC (SCOTTSDALE AZ)
IA
Issued 02/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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