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 Ferreira is an investment advisor representative at Bolton Securities Corp. Jose has been in the securities industry since 2012, and has experience working at both RBC Capital Markets, LLC and Bolton Global Asset Management. He is registered with the state of Florida as both a broker-dealer and an investment advisor representative. Jose has passed the Series 66, Series 7, and SIE exams, demonstrating his expertise in the securities industry. He is also a partner and investment advisor representative of Elysium Capital Management, a division of Bolton Global Asset Management. Jose is a dedicated and experienced advisor who specializes in helping individuals, corporations, and charitable organizations achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
06/12/2015 - Present
Bolton Securities Corp. (BOLTON MA)
FL
04/05/2012 - 04/27/2015
RBC CAPITAL MARKETS, LLC (MIAMI FL)
BOTH
Issued 09/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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