Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Perez is a financial professional with over 9 years of experience in the industry. Jesus is currently registered with Citigroup Global Markets Inc. and is licensed to provide financial advice in several states including Illinois, New York and others. Previously, Jesus held positions at Northern Trust Securities, Inc. and J.P. Morgan Securities LLC. Jesus has a broad range of experience and holds the Series 6, 7, 24, 31 and 66 licenses. Jesus is a valuable resource for clients seeking financial advice and portfolio management 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.
Guidance on pension options to ensure a secure financial future.
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 advice
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
NY
02/24/2022 - Present
Citigroup Global Markets Inc. (New York NY)
IL
05/07/2018 - 12/22/2021
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
11/20/2012 - 05/03/2018
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 06/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2021
Series 24 - General Securities Principal Examination
BC
Issued 04/29/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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