Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Kreidler is a financial professional with experience in the financial services industry. Jose is currently registered with Finalis Securities LLC in New York, NY. Jose holds a Series 63, Series 79 and a SIE license. Jose has previously been registered with BA Securities, LLC and Cappello Capital Corp.
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.
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.
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2
NY
12/16/2020 - Present
Finalis Securities LLC (New York NY)
PA
07/29/2015 - 12/02/2020
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
CA
11/14/2013 - 03/19/2014
CAPPELLO CAPITAL CORP. (SANTA MONICA CA)
BC
Issued 09/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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