Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Almanza is a financial professional with over 14 years of experience in the financial services industry. Jose currently works at Empower Advisory Group, LLC, where Jose provides financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and retirement plans. Prior to joining Empower Advisory Group, Jose worked at several other firms, including MML Distributors, LLC, Kestra Investment Services, LLC, Princor Financial Services Corporation, and Chase Investment Services Corp. Jose is licensed in Illinois and Wisconsin and holds the Series 6, 7, 63, and 66 securities licenses. Jose's commitment to client satisfaction is reflected in his impressive client base and long-standing career in the financial services industry.
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.
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
CO
01/12/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
MA
07/25/2016 - 01/04/2021
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
IL
06/12/2015 - 04/28/2016
KESTRA INVESTMENT SERVICES, LLC (Shorewood IL)
IL
10/10/2011 - 10/24/2014
PRINCOR FINANCIAL SERVICES CORPORATION (DOWNERS GROVE IL)
IL
05/30/2008 - 09/21/2011
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 01/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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