Invested Better
Unclaimed

Unclaimed

Unclaimed

Jose Antonio Zambrano

Franklin Distributors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jose? Claim Your Profile

About Jose Antonio Zambrano

Jose Zambrano is a financial advisor with Franklin Distributors, LLC. Jose has over 6 years of experience in the financial services industry. Jose is registered with the state of Florida, New York, California, Puerto Rico and Texas. Jose holds Series 6, 7, 63 and SIE licenses.

Firm Information

Jose Zambrano is currently registered with Franklin Distributors, LLC. Franklin Distributors, LLC is a Limited Liability Company formed in December 2000. It is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

369

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jose Zambrano’s Registration & Firm History

FL

07/07/2021 - Present

Franklin Distributors, LLC (MIAMI FL)

FL

01/23/2020 - 07/07/2021

FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (Coral Gables FL)

FL

01/22/2019 - 07/07/2021

TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (CORAL GABLES FL)

FL

01/07/2019 - 07/07/2021

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (CORAL GABLES FL)

FL

01/02/2018 - 12/11/2018

J.P. MORGAN SECURITIES LLC (MIAMI BEACH FL)

MA

05/11/2016 - 12/20/2017

SANTANDER SECURITIES LLC (READING MA)

MA

11/23/2015 - 04/30/2016

CITIZENS SECURITIES, INC. (CHELSEA MA)

Not sure if Jose Antonio Zambrano is right for you?

Licenses & Designations

BC

Issued 12/28/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2015

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 Antonio Zambrano.
Not sure if Jose Antonio Zambrano is right for you?