Guerllamo M. Jimenez
Professional summary
Guerllamo Mark Jimenez, who also goes by Mark Jimenez, is a registered financial advisor currently at OPTIMUM CAPITAL STRATEGIES located in Beaverton, Oregon.
Guerllamo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Guerllamo has worked at 6 firms and has passed the Series 66, Series 63, Series 55, Series 7 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Guerllamo Mark Jimenez's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 6, 2009 - Present
OPTIMUM CAPITAL STRATEGIES
Office #1: 4900 Sw Griffith Drive #105, Beaverton, OR 97005September 21, 2006 - January 7, 2009
TD AMERITRADE, INC.
September 21, 2006 - January 7, 2009
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
June 16, 2006 - January 7, 2009
TD AMERITRADE, INC.
September 18, 2002 - October 10, 2002
EDWARD JONES
February 24, 2000 - July 22, 2002
PREFERREDTRADE, INC.
May 26, 1999 - February 18, 2000
E*TRADE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2009)
(12/5/2023)
Exams
Series 55
Date: 5/24/2000
Limited Representative-Equity Trader ExamCurrent Firm
OPTIMUM CAPITAL STRATEGIES
CRD#: 148483 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 29,220,287 |
Red Flags
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