Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Eduardo Cruz is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Jose Eduardo Cruz has been in the financial services industry since April 2005 and has experience working with individuals, businesses and charitable organizations. Jose Eduardo Cruz has worked at a number of firms over the years, including KOVACK SECURITIES INC., SIGNATOR INVESTORS, INC., and FIDELITY BROKERAGE SERVICES LLC. Jose Eduardo Cruz is currently licensed in 20 states and has a variety of licenses and certifications. Jose Eduardo Cruz specializes in financial planning, portfolio management, and retirement planning.
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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
07/05/2022 - Present
Cambridge Investment Research Advisors, Inc. (Coral Gables FL)
FL
09/10/2012 - 07/22/2021
KOVACK SECURITIES INC. (Fort Lauderdale FL)
FL
06/11/2010 - 09/12/2012
SIGNATOR INVESTORS, INC. (MIAMI FL)
FL
08/11/2004 - 09/30/2009
FIDELITY BROKERAGE SERVICES LLC (CORAL GABLES FL)
BOTH
Issued 04/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jose Cruz is the right advisor for you? Invested Better is here to help.
