Unclaimed
Jose Lozano is a financial professional with a focus on operations. Jose is registered with Stonex Financial Inc. Jose has been in the industry since August 2023. Jose passed the Securities Industry Essentials Examination and the Operations Professional Examination.
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.
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.
1
2
NY
08/26/2023 - Present
Stonex Financial Inc. (NEW YORK NY)
BC
Issued 08/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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