Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jhoel? Claim Your ProfileJhoel Deguzman is a financial advisor with over 20 years of experience in the industry. Jhoel currently holds a Series 7, Series 63, Series 24, Series 3, and Series 34. Jhoel has been registered with Robinhood Financial, LLC since July 1, 2024 and has worked with Charles Schwab & Co., Inc., TD Ameritrade, Inc., Tastytrade, Inc., WealthForge, LLC, TradingBlock, Lightspeed Trading, LLC, Terra Nova Financial, LLC, E*TRADE Securities LLC, TradeStation Securities, Inc., and Web Street Securities, Inc..
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.
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.
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2
FL
07/01/2024 - Present
Robinhood Financial, LLC (Lake Mary FL)
IL
01/03/2024 - 06/25/2024
CHARLES SCHWAB & CO., INC. (Chicago IL)
IL
12/05/2023 - 05/19/2024
TD AMERITRADE, INC. (CHICAGO IL)
IL
11/21/2023 - 12/05/2023
CHARLES SCHWAB & CO., INC. (Chicago IL)
IL
07/26/2023 - 11/10/2023
TASTYTRADE, INC. (CHICAGO IL)
TX
11/08/2021 - 06/27/2023
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
04/13/2015 - 08/03/2021
TD AMERITRADE, INC. (CHICAGO IL)
IL
12/18/2014 - 03/31/2015
WEALTHFORGE, LLC (Chicago IL)
IL
06/17/2013 - 05/30/2014
TRADINGBLOCK (CHICAGO IL)
IL
08/10/2010 - 09/10/2012
LIGHTSPEED TRADING, LLC (CHICAGO IL)
IL
03/22/2007 - 11/02/2010
TERRA NOVA FINANCIAL, LLC (CHICAGO IL)
IL
09/07/2006 - 04/09/2007
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
03/14/2006 - 08/16/2006
TRADESTATION SECURITIES, INC. (CHICAGO IL)
IL
02/06/2002 - 02/27/2006
TERRA NOVA TRADING, L.L.C. (CHICAGO IL)
IL
03/12/2001 - 06/05/2001
WEB STREET SECURITIES, INC. (DEERFIELD IL)
BC
Issued 03/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/02/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 03/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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