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Jose Almeida

Nylife Securities LLC

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About Jose Almeida

Jose Almeida is a financial advisor with Nylife Securities LLC and has been in the industry since 2017. He holds Series 6, 7, 63 and SIE licenses and is registered in New Jersey. Jose Almeida previously worked at WELLS FARGO CLEARING SERVICES, LLC.

Firm Information

Jose Almeida is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

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 Almeida’s Registration & Firm History

TX

10/12/2021 - Present

Nylife Securities LLC (DALLAS TX)

NJ

03/28/2017 - 07/26/2021

WELLS FARGO CLEARING SERVICES, LLC (NEWARK NJ)

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Licenses & Designations

BC

Issued 04/06/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/14/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Almeida.
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