Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Castruita is a financial advisor who has been active in the industry since 2020. Jose is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and is currently licensed in Nevada and Texas. Jose is also a registered investment advisor in Nevada and Texas. Jose specializes in providing financial advice to individuals, businesses, corporations, investment companies, insurance companies, charitable organizations, and state or municipal government entities. Jose has a broad range of experience and is able to provide a wide range of financial services. This includes portfolio management, financial planning, and investment advice. Jose is also able to provide educational seminars and research reports.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NV
10/06/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAS VEGAS NV)
BOTH
Issued 07/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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