Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Juarez is a financial professional with over 10 years of experience in the industry. Mario currently works as a registered representative at Morgan Stanley, where he is responsible for providing financial advice to individuals and businesses. Previously, Mario worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Mario has a deep understanding of the financial markets and is committed to helping his clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/15/2022 - Present
Morgan Stanley (PURCHASE NY)
NY
05/18/2015 - 07/19/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/01/2012 - 02/14/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
CT
09/19/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GREENWICH CT)
NY
12/19/2008 - 01/27/2010
METLIFE SECURITIES INC. (PEARL RIVER NY)
NY
09/21/2007 - 12/24/2008
CHASE INVESTMENT SERVICES CORP. (ELMSFORD NY)
BC
Issued 10/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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