Unclaimed
Jose Rosado is a financial advisor with Fifth Third Securities, Inc. Jose is registered to provide securities advice in 52 states. Jose has been in the securities industry since April 12, 2017. Jose specializes in portfolio management for businesses and individuals, as well as financial planning and selection of other advisors. Jose previously worked for TD Securities (USA) Inc. from 2001 to 2003.
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.
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.
Sponsor wrap fee program
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.
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2
NC
01/04/2019 - Present
Fifth Third Securities, Inc. (CHARLOTTE NC)
NY
09/27/2001 - 06/19/2003
TD SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 5/6/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/5/2019
SIE - Securities Industry Essentials Examination
BC
Issued 1/4/2019
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 9/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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