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Jose Aroeste

Farmers Financial Solutions, LLC

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About Jose Aroeste

Jose Aroeste is a financial advisor with over 15 years of experience in the industry. Jose is currently registered with Farmers Financial Solutions, LLC, and is licensed to sell securities in California. Jose has a strong track record of success in helping clients reach their financial goals. Jose has a deep understanding of the financial markets and can provide personalized advice to meet the specific needs of each client. Previously, Jose has held positions at Symetra Investment Services, Inc., Banc of America Investment Services, Inc., and Investment Placement Group. Jose holds several professional licenses and certifications, including the Series 6, Series 7, and Series 63 exams. Jose is committed to providing clients with the highest level of service and expertise.

Firm Information

Jose Aroeste is currently registered with Farmers Financial Solutions, LLC. Farmers Financial Solutions, LLC is a Limited Liability Company formed in December 1999. The firm is registered in all 50 U.S. states and the District of Columbia and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2,991

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.

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Jose Aroeste’s Registration & Firm History

CA

11/23/2015 - Present

Farmers Financial Solutions, LLC (CARLSBAD CA)

CA

06/20/2006 - 06/08/2007

SYMETRA INVESTMENT SERVICES, INC. (SAN DIEGO CA)

MA

04/11/2001 - 02/18/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

CA

11/03/2000 - 05/30/2001

INVESTMENT PLACEMENT GROUP (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 12/16/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 01/21/2003

Series 66 - Uniform Combined State Law 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

BC

Issued 11/02/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Aroeste.
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