Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Alberto Sobrado is an investment advisor representative with MG Capital Partners, LLC. Jose Alberto Sobrado is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since June 2018. Jose Alberto Sobrado holds licenses in District of Columbia, Maryland and Virginia. Jose Alberto Sobrado is also a licensed insurance agent. Jose Alberto Sobrado is a representative (not registered) of Innovation Partners, LLC, a broker-dealer/investment adviser.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
02/19/2020 - Present
MG Capital Partners, LLC (Chevy Chase MD)
MD
08/14/2018 - 10/15/2019
PRUCO SECURITIES, LLC. (Bethesda MD)
BOTH
Issued 09/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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