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Jc Cortez

Jc Cortez

Financial Sales Representative

Followers of Jc Cortez289 followers
location of Jc CortezUnited States

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  • Timeline

  • About me

    Financial Solutions Advisor - Merrill Lynch

  • Education

    • NorthWest Arkansas Community College

      2020 - 2022

    • Missouri State University

      2023 -
      Bachelor of Science in Finance Corporate Finance and Investment

  • Experience

    • Arvest Bank

      Sept 2019 - Oct 2020
      Financial Sales Representative

    • Regions Bank

      Oct 2020 - May 2021
      Financial Relationship Consultant

    • Arvest Wealth Management

      Jun 2021 - Nov 2021
      Associate Client Advisor

    • Simmons Investment Services

      Jan 2022 - Apr 2023
      Client Associate ll

      Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC. For hyperlinks to FINRA and SIPC, please refer to see "Contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

    • Merrill Lynch

      Apr 2023 - now
      Financial Solutions Advisor

  • Licenses & Certifications

    • Series 63

      NASAA
      Oct 2022

    • Series 65

      NASAA
      Feb 2023

    • Series 7

      FINRA
      Sept 2021

    • Securities Industry Essentials (SIE)

      FINRA
      Jul 2021

  • Honors & Awards

    • Awarded to Jc Cortez
      Career And Technical Education Honors State Of Arkansas Department Of Career Education May 2019