Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Alejandro Salvidea rello is a financial advisor with UBS Financial Services Inc. Jose Alejandro has been in the industry since 2007. Jose Alejandro is registered with the Financial Industry Regulatory Authority (FINRA) and is also registered with the states of Florida and Texas. Jose Alejandro has a Series 7 and Series 66 license. UBS Financial Services Inc. provides financial planning, educational seminars, security ratings, and portfolio management for individuals and businesses.
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.
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.
See schedule d - miscellaneous
1
2
FL
04/15/2024 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
03/17/2016 - 04/30/2024
MORGAN STANLEY (Miami FL)
FL
09/07/2011 - 04/01/2016
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
FL
05/29/2007 - 09/26/2011
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
05/15/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
BOTH
Issued 01/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jose Salvidea rello is the right advisor for you? Invested Better is here to help.
