Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Behar is a financial professional with over 20 years of experience in the industry. Jose is a Managing Member/Owner of Coral Gables Wealth Management, LLC, and has been registered with MML Investors Services, LLC since 2012. Previously, Jose was registered with New England Securities, Securities Service Network, Inc., SunTrust Investment Services, Inc., WM Financial Services, Inc. and AXA Advisors, LLC. Jose holds the Series 7, Series 24 and Series 66 licenses, as well as the SIE exam. Jose has a deep understanding of the financial markets and can provide a wide range of services to individual and institutional clients.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
FL
11/08/2012 - Present
MML Investors Services, LLC (Coral Gables FL)
FL
04/30/2009 - 10/17/2012
NEW ENGLAND SECURITIES (MIAMI FL)
FL
06/15/2006 - 04/30/2009
SECURITIES SERVICE NETWORK, INC. (MIAMI FL)
FL
03/15/2005 - 06/13/2006
SUNTRUST INVESTMENT SERVICES, INC. (MIAMI FL)
CA
09/26/2002 - 01/19/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
08/31/2000 - 06/14/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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