Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Abel Gamez is a financial advisor in San Antonio, TX. Jose Abel is registered with Raymond James Financial Services Advisors, Inc. and has been in the industry since January 15, 2001. Jose Abel has passed the Series 7, Series 24, Series 51, Series 63, and Series 65 exams. Jose Abel also has registrations with the states of Colorado, Indiana, Missouri, Montana, and Texas. Jose Abel has previously worked at LPL FINANCIAL LLC, CAPITAL ONE INVESTMENT SERVICES LLC, CHASE INVESTMENT SERVICES CORP., and USAA INVESTMENT MANAGEMENT COMPANY.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
04/07/2017 - Present
Raymond James Financial Services Advisors, Inc. (SAN ANTONIO TX)
TX
05/09/2012 - 04/13/2017
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
01/19/2011 - 05/10/2012
CAPITAL ONE INVESTMENT SERVICES LLC (ROUND ROCK TX)
TX
05/09/2007 - 01/03/2011
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
11/22/2000 - 03/30/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 12/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jose Gamez is the right advisor for you? Invested Better is here to help.
