Unclaimed
Jose Angel Trujillo is a registered investment advisor with UBS Financial Services Inc.. Jose Angel Trujillo is registered with the state of Florida and has been in the industry for over 6 years. Jose Angel Trujillo has passed the Series 7TO, SIE and Series 66 exams. Jose Angel Trujillo has a previous employment with WELLS FARGO CLEARING SERVICES, LLC. Jose Angel Trujillo is currently licensed with UBS Financial Services Inc. and has a branch office location in MIAMI, FL.
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
09/25/2023 - Present
UBS Financial Services Inc. (MIAMI FL)
FL
07/21/2021 - 02/28/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 8/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 6/9/2021
SIE - Securities Industry Essentials 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
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