Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Fernando Echeverri is a Registered Investment Advisor Representative at AE Wealth Management, LLC, a firm headquartered in Topeka, KS. Jose has been in the industry since 1986 and has extensive experience in financial planning and portfolio management. Jose Fernando Echeverri has a Series 63 and 65 license, allowing him to provide investment advice to clients in Delaware.
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
DE
04/11/2024 - Present
AE Wealth Management, LLC (Frederica DE)
DE
02/05/2001 - 10/21/2008
LPL FINANCIAL CORPORATION (MIDDLETOWN DE)
MD
11/21/1995 - 02/06/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
09/06/1991 - 11/21/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/01/1987 - 09/12/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/09/1987 - 04/15/1987
GREAT LAKES EQUITIES CO.
NA
10/22/1986 - 03/02/1987
MICHAEL C. TALLEY & CO., INC.
IA
Issued 08/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/05/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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