Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marites? Claim Your ProfileMarites Jane Avila is a financial advisor with over 7 years of experience in the financial services industry. Marites Jane Avila is currently registered with Commonwealth Financial Network and has previously worked with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP.. Marites Jane Avila holds Series 6, 7, 63, 66 and SIE licenses and is a Certified Financial Planner. Marites Jane Avila specializes in providing financial planning, portfolio management and educational seminars.
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.
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2
CA
04/15/2019 - Present
Commonwealth Financial Network (Elk Grove CA)
CA
10/01/2012 - 04/23/2019
J.P. MORGAN SECURITIES LLC (SACRAMENTO CA)
CA
09/19/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ELK GROVE CA)
BOTH
Issued 09/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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