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Miguel Angel Palacios

Frost Investment Services

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About Miguel Angel Palacios

Miguel Angel Palacios is a registered representative with Frost Investment Services, where has been employed since June 2024. Miguel Angel has been working in the financial industry since October 2016 and has prior experience with J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and PNC Investments. Miguel Angel is registered to provide investment advice in Texas and Arizona and has a Series 6, 7, 63 and 66 licenses.

Firm Information

Miguel Palacios is currently registered with Frost Investment Services. Frost Investment Services is a registered investment advisor headquartered in San Antonio, Texas. The firm has approximately $1 billion - $10 billion in assets under management and provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. They have over 90 investment advisor representatives and over 60 licensed agents.
Frost Investment Services

111 WEST HOUSTON STREET

SAN ANTONIO, TX 78205

$2.74B

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Miguel Palacios’s Registration & Firm History

TX

06/25/2024 - Present

Frost Investment Services (HOUSTON TX)

TX

08/03/2022 - 06/24/2024

PNC INVESTMENTS (HOUSTON TX)

TX

10/11/2021 - 07/27/2022

WELLS FARGO CLEARING SERVICES, LLC (KATY TX)

TX

11/22/2019 - 09/11/2021

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

07/06/2018 - 01/11/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

TX

09/30/2016 - 06/12/2018

J.P. MORGAN SECURITIES LLC (RICHMOND TX)

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Licenses & Designations

BOTH

Issued 09/14/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2018

Series 7 - General Securities Representative Examination

BC

Issued 09/30/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Miguel Angel Palacios.
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