Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Zamarripa is a financial advisor with UBS Financial Services Inc. Jesus has been in the financial industry since March 2008 and has experience working with various clients including high-net-worth individuals, corporations, and institutions. Jesus is licensed in several states including Texas, California, Florida, and New York. In addition to his financial advisory work, Jesus is also involved in real estate investments through his own company, Liand Investments, LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
10/06/2023 - Present
UBS Financial Services Inc. (El Paso TX)
TX
10/05/2015 - 10/10/2023
MORGAN STANLEY (El Paso TX)
TX
05/16/2013 - 10/06/2015
BBVA SECURITIES INC. (HOUSTON TX)
TX
06/30/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
TX
03/28/2008 - 07/01/2009
BBVA INVESTMENTS INC. (SAN ANTONIO TX)
IA
Issued 02/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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