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Jose Alberto Cardenas

Investment Distributors, Inc.

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About Jose Alberto Cardenas

Jose Alberto Cardenas is a financial advisor with over 28 years of experience in the industry. Jose Cardenas is currently registered with Investment Distributors, Inc., a firm based in Covington, Kentucky. Previously, Jose Cardenas worked with Lincoln Financial Distributors, Inc., Signator Investors, Inc., John Hancock Funds, Inc., Capital Brokerage Corporation, Delta Financial Distributors, Inc., Paine Webber Incorporated, and Crowell, Weedon & Co.. Jose Cardenas holds the Series 7, Series 63, and SIE licenses.

Firm Information

Jose Cardenas is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Jose Cardenas’s Registration & Firm History

KY

05/06/2024 - Present

Investment Distributors, Inc. (Covington KY)

PA

06/30/2004 - 04/08/2024

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

MA

01/01/2002 - 09/16/2003

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

08/13/2001 - 01/01/2002

JOHN HANCOCK FUNDS, INC. (BOSTON MA)

VA

03/12/1999 - 04/03/2000

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

NY

05/03/1996 - 10/01/1997

DELTA FINANCIAL DISTRIBUTORS, INC. (NEW YORK NY)

NJ

05/02/1991 - 12/01/1994

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

CA

05/23/1989 - 06/07/1990

CROWELL, WEEDON & CO. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 12/03/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Alberto Cardenas.
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