Unclaimed
Jose Benavides is a registered representative and investment advisor representative. Jose is licensed in 27 states and has been in the industry since 2022. Jose currently works for PNC Investments. Jose is a highly skilled advisor who can provide clients with a variety of financial services. Jose has experience with portfolio management, financial planning and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/05/2024 - Present
PNC Investments (Austin TX)
TX
09/14/2022 - 02/27/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HURST TX)
TX
02/25/2022 - 09/08/2022
VANGUARD MARKETING CORPORATION (Plano TX)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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