Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Cuellar is an investment advisor representative with J.p. Morgan Securities LLC. Jose has been in the industry since 2007 and holds a Series 6, 7, 63 and 65 license. Jose has experience with financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. Jose also has experience with UBS Financial Services Inc. and RE Investment Corporation. Jose is registered with the following states: Alabama, Arizona, California, Connecticut, District of Columbia, Florida, Illinois, Maryland, Minnesota, New York, Oregon, Pennsylvania, Texas, Virginia, Washington, and Wisconsin.
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
CA
09/26/2019 - Present
J.p. Morgan Securities LLC (POWAY CA)
DC
12/03/2015 - 09/25/2019
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
VA
01/08/2009 - 01/06/2014
RE INVESTMENT CORPORATION (ARLINGTON VA)
VA
09/05/2007 - 12/09/2008
WACHOVIA SECURITIES, LLC (RESTON VA)
IA
Issued 08/31/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2007
Series 6 - Investment Company Products/Variable Contracts 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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