Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Armando Landeros is a financial advisor currently working for Raymond James & Associates, Inc. Jose holds Series 7, Series 66 and SIE licenses. Jose has been in the industry since 2005. Prior to Raymond James & Associates, Inc. Jose worked for MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC. and CITIGROUP GLOBAL MARKETS INC. Jose has a strong background in providing financial advice to a variety of clients, including individuals, corporations, and institutions. Jose's focus is on helping clients reach their financial goals.
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.
Please see note in schedule d - miscellaneous
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
CA
10/06/2014 - Present
Raymond James & Associates, Inc. (Los Angeles CA)
CA
06/01/2009 - 10/14/2014
MORGAN STANLEY (SANTA MONICA CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BURBANK CA)
CA
05/31/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BURBANK CA)
NY
04/08/2005 - 05/31/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/11/2005 - 04/05/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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