Unclaimed
Raul Blanco is a financial advisor who has been working in the industry since 1999. Raul is currently registered with J.P. Morgan Securities LLC in McKinney, TX. Raul has experience in a variety of financial services, including portfolio management, financial planning, and pension consulting. Raul has also worked for BBVA Securities Inc., USAA Financial Advisors, Inc., NYLIFE Securities LLC, and E*TRADE Securities LLC. Raul is dedicated to helping clients achieve their financial goals.
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
1
2
TX
04/23/2024 - Present
J.p. Morgan Securities LLC (MCKINNEY TX)
TX
08/27/2021 - 04/10/2024
FIDELITY BROKERAGE SERVICES LLC (PLANO TX)
TX
08/04/2020 - 05/10/2021
BBVA SECURITIES INC. (DALLAS TX)
TX
06/23/2016 - 06/15/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
12/17/2015 - 05/27/2016
NYLIFE SECURITIES LLC (DALLAS TX)
TX
11/24/2014 - 12/07/2015
E*TRADE SECURITIES LLC (DALLAS TX)
NC
08/31/2010 - 10/28/2014
BOFA DISTRIBUTORS, INC. (CHARLOTTE NC)
NC
01/23/2009 - 08/24/2010
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
FL
08/20/2005 - 08/21/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (MIAMI FL)
NC
10/19/2004 - 08/20/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
MA
07/17/1998 - 09/03/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 08/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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