Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Felix Gomez albertini is a financial advisor with Puente Servicios Financieros LLC. Jose has been in the financial industry since June 5, 2022 and is registered with FINRA and the state of Florida. Jose has passed the Series 7TO, SIE, and Series 4 exams.
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
FL
06/06/2022 - Present
Puente Servicios Financieros LLC (MIAMI FL)
BC
Issued 06/18/2024
Series 4 - Registered Options Principal Examination
BC
Issued 06/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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