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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Angel Fourquet is a financial advisor in TAMPA, FL. Jose Angel Fourquet has been in the industry since 2000 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Jose Angel Fourquet has also worked with MML INVESTORS SERVICES, LLC, Lehman Brothers Inc., and Goldman, Sachs & Co.. Jose Angel Fourquet holds licenses for Series 3, 7, 9, 10, 63 and 65, and offers a wide range of services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
11/12/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TAMPA FL)
FL
06/08/2009 - 10/01/2014
MML INVESTORS SERVICES, LLC (CORAL GABLES FL)
FL
06/03/2004 - 05/27/2008
LEHMAN BROTHERS INC. (MIAMI FL)
NY
08/27/1996 - 12/12/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 11/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
Series 3 - National Commodity Futures Examination
BC
Issued 08/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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