Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Manuel Peruyero is a registered representative with Wealthpenn.comllc. Jose has over 20 years of experience in the financial services industry. Jose has a wide range of experience in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Jose is licensed to offer investment advice in a number of states, including New Jersey, New York, and Texas. Jose is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Prior to joining Wealthpenn.comllc, Jose was employed by MORGAN STANLEY SMITH BARNEY LLC and MORGAN STANLEY PRIVATE BANK, N.A.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
01/09/2019 - Present
Wealthpenn.comllc (New York NY)
NY
05/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
12/15/2003 - 01/03/2005
TRADECO GLOBAL SECURITIES, INC. (NEW YORK NY)
NY
09/11/1998 - 07/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/29/1997 - 08/14/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
10/06/1997 - 08/14/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BOTH
Issued 8/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/5/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/7/2010
Series 3 - National Commodity Futures Examination
BC
Issued 10/4/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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