Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jimenez is a financial advisor who has been working in the industry since February 2006. He currently works at Osaic Wealth, Inc., where he provides financial planning, portfolio management, and pension consulting services. Michael previously worked at LPL Financial LLC, Lincoln Financial Securities Corporation, MML Investors Services, LLC, Allstate Financial Services, LLC, NYLIFE Securities LLC, USAA Financial Advisors, Inc., and First Command Financial Planning, Inc. Michael has a wide range of experience in the financial services industry and holds several licenses and certifications. He is committed to providing his clients with the highest quality financial advice and service.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/24/2025 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
01/28/2022 - 02/07/2024
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
09/08/2017 - 01/28/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN ANTONIO TX)
TX
02/12/2014 - 09/11/2017
MML INVESTORS SERVICES, LLC (SAN ANTONIO TX)
TX
02/27/2012 - 12/17/2013
ALLSTATE FINANCIAL SERVICES, LLC (SAN ANTONIO TX)
TX
04/21/2008 - 12/06/2011
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
TX
11/03/2006 - 02/13/2008
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/11/2005 - 11/01/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN ANTONIO TX)
IA
Issued 08/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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