Unclaimed
Jose Enrique Rodriguez-morales is a financial advisor with Cetera Advisor Networks LLC. Jose has been in the industry since 1994 and has a strong track record of success. Jose is registered with the state of Puerto Rico and holds the Series 6 and SIE licenses. Jose is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Previously, Jose was registered with Walnut Street Securities, Inc. and Allmerica Investments, Inc.
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
PR
09/03/2013 - Present
Cetera Advisor Networks LLC (SAN JUAN PR)
PR
02/23/1996 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SAN JUAN PR)
NA
12/11/1995 - 01/03/1996
WALNUT STREET SECURITIES, INC.
MA
02/09/1994 - 12/07/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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