Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noel? Claim Your ProfileNoel Vonuelos is a financial advisor with over 9 years of experience in the industry. Noel is currently registered with MAI Capital Management, LLC in Texas. Prior to that, Noel was registered with J.P. MORGAN SECURITIES LLC and Mercer Allied Company, L.P. Noel has a Series 66, Series 7 and SIE. Noel holds a Certified Financial Planner designation. Noel specializes in providing financial advice to individuals, families, and businesses. Noel provides a variety of financial planning services, including retirement planning, college savings planning, estate planning, and investment management. Noel's commitment to providing personalized service and building strong relationships with clients has helped to earn trust and confidence of clients.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
TX
03/25/2024 - Present
MAI Capital Management, LLC (McKinney TX)
TX
10/29/2020 - 12/02/2020
J.P. MORGAN SECURITIES LLC (Plano TX)
CA
12/15/2015 - 10/01/2020
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
BOTH
Issued 01/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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