Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose De la Torre Ojeda is a financial advisor at U.S. Bancorp Advisors, LLC, located in Glendale, California. Jose has been in the financial services industry since January 28, 2005. Jose is registered with the state of California as an investment advisor representative. Jose has passed the Series 6, 7, 24, 63, and 66 exams. Jose has worked for a number of firms in the past, including Zecco Trading, Inc., Chase Investment Services Corp., and Wamu Investments, Inc. Jose is currently registered with the state of California as an investment advisor representative and has been with U.S. Bancorp Advisors, LLC since July 2010.
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.
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CA
07/29/2010 - Present
U.s. Bancorp Advisors, LLC (GLENDALE CA)
CA
10/23/2009 - 07/23/2010
ZECCO TRADING, INC. (GLENDALE CA)
CA
05/02/2009 - 05/15/2009
CHASE INVESTMENT SERVICES CORP. (IRVINE CA)
CA
10/07/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (IRVINE CA)
IL
01/19/2004 - 03/10/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BOTH
Issued 08/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/20/2008
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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