Unclaimed
Jesus Roland Cisneros is a financial advisor with Edward Jones. Jesus has been in the financial services industry since August 1999. Jesus's professional experience includes previous roles with TradeStation Securities, Inc., J.P. Morgan Securities LLC, Genworth Financial Securities Corporation and Charles Schwab & Co., Inc. Jesus is licensed to sell securities in Arizona, Arkansas, Massachusetts and Utah. Jesus holds the Series 7, Series 9, Series 10, Series 24 and Series 63 and Series 66 securities licenses.
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.
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.
See schedule d - miscellaneous
1
2
AZ
03/07/2018 - Present
Edward Jones (TEMPE AZ)
IL
06/21/2016 - 07/10/2017
TRADESTATION SECURITIES, INC. (CHICAGO IL)
NY
06/17/2014 - 09/23/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
IL
07/21/2008 - 06/02/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
IL
02/07/1996 - 01/28/2008
CHARLES SCHWAB & CO., INC. (KENILWORTH IL)
BOTH
Issued 03/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1998
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/06/1998
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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