Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raul? Claim Your ProfileRaul Guadalupe Barcenes is a registered investment advisor representative with J.P. Morgan Securities LLC. Raul is a Series 7, Series 63, and Series 65 licensed professional. Raul has a background in education and holds a Master's degree in Educational Leadership from the University of Nevada, Las Vegas. Raul has worked in the financial services industry since 2022 and previously worked at Equitable Advisors, LLC. Raul is also a self-employed tutor and works with students to help them pass various exams. Raul is committed to providing his clients with the highest level of service and personalized financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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TX
11/15/2024 - Present
J.p. Morgan Securities LLC (SAN ANTONIO TX)
TX
07/11/2022 - 05/18/2023
EQUITABLE ADVISORS, LLC (SAN ANTONIO TX)
IA
Issued 11/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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