Unclaimed
Jose Escalante is a financial professional with over six years of experience in the securities industry. Jose is currently registered with Wells Fargo Securities, LLC and holds the Series 7, Series 63, Series 79, and SIE licenses. Jose has a history of working with clients in various states across the US, including New York and Alabama.
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
NY
07/27/2022 - Present
Wells Fargo Securities, LLC (New York NY)
NY
02/27/2016 - 07/06/2016
SANTANDER INVESTMENT SECURITIES INC. (NEW YORK NY)
BC
Issued 07/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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