Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Cruz Martinez-martinez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Houston, TX. Jose has been in the securities industry since August 12, 2016. Jose is registered with FINRA and has Series 7, 6, 63 and 66 licenses. Jose also holds a state license to practice as an investment advisor representative in Texas. Jose previously worked at CETERA INVESTMENT SERVICES LLC in St. Cloud, MN and J.P. MORGAN SECURITIES LLC in Houston, TX. Jose's previous employers include Regions Bank and JP Morgan Chase Bank.
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
TX
04/21/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
MN
12/04/2020 - 02/01/2022
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TX
10/09/2015 - 03/05/2020
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
BOTH
Issued 04/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative 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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