Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julissa? Claim Your ProfileJulissa Nunez jaquez is a financial professional who has been in the industry since 2016. Julissa Nunez jaquez is currently registered with Wells Fargo Clearing Services, LLC. Julissa Nunez jaquez has been associated with Wells Fargo Clearing Services, LLC since April 2024, and has previously been affiliated with firms such as Citigroup Global Markets Inc., and Santander Securities LLC. Julissa Nunez jaquez holds Series 6, 7TO, 63, and 66 licenses. Julissa Nunez jaquez has experience working in the financial services industry and has been involved in the industry since 2016.
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.
Investment consulting services to institutional clients
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.
1
2
FL
01/29/2025 - Present
Wells Fargo Clearing Services, LLC (CLEARWATER FL)
NY
07/30/2021 - 04/30/2024
CITIGROUP GLOBAL MARKETS INC. (Jackson Heights NY)
NY
11/14/2016 - 07/21/2021
SANTANDER SECURITIES LLC (Long Island City NY)
BOTH
Issued 05/24/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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