Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Cebu Bascon is a financial advisor with Fidelity Personal And Workplace Advisors. Jose has been in the industry since October 8, 2006. Jose holds a Series 7, Series 63, Series 65, and Series 66 licenses. Jose's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc., and Wells Fargo 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
03/07/2016 - 02/27/2017
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
06/09/2011 - 02/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
12/06/2006 - 02/28/2007
SUNTRUST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
FL
02/28/2006 - 09/11/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
02/27/2002 - 02/09/2006
CITIGROUP GLOBAL MARKETS INC. (JACKSONVILLE FL)
BOTH
Issued 09/28/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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