Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Eugenio Deleon is a financial advisor who has been in the industry since 2008. Jose is registered with the state of Florida as a Registered Investment Advisor. Jose is currently employed with Osaic Wealth, Inc. and previously worked with Securities America, Inc. and Investcorp, Inc. Jose has passed Series 66, Series 24, Series 79TO, SIE, and Series 7 exams. Jose has experience with clients including high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
A percentage of the total value of assets under management is charged.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (LAKE WORTH FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LAKE WORTH FL)
FL
09/15/2008 - 07/17/2020
INVESTACORP, INC. (LAKE WORTH FL)
BOTH
Issued 09/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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