Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Guadalupe Longoria is an investment advisor representative who has been registered with the Securities and Exchange Commission since 2007. Jose has experience in several financial firms, including Dynamic Wealth Advisors, SWS Financial Services, American General Securities Incorporated, United Securities Alliance, Inc., Sammons Securities Company, LLC, RBR Securities, Inc., Woodbury Financial Services, Inc. and WMA Securities, Inc. Jose is currently registered with Dynamic Wealth Advisors in Texas.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
1
2
TX
03/21/2018 - Present
Dynamic Wealth Advisors (McALLEN TX)
TX
02/21/2007 - 06/02/2009
SWS FINANCIAL SERVICES (EDINBURG TX)
TX
05/04/2006 - 12/31/2006
AMERICAN GENERAL SECURITIES INCORPORATED (EDINBURG TX)
CO
07/01/2003 - 05/01/2006
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
MI
06/25/2002 - 06/09/2003
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
TX
06/15/2001 - 05/22/2002
RBR SECURITIES, INC. (SAN ANTONIO TX)
MN
07/15/1997 - 06/04/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
08/22/1995 - 07/03/1997
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jose Longoria is the right advisor for you? Invested Better is here to help.
