Unclaimed
Jose Ventura is a registered representative of Kestra Investment Services, LLC, a firm headquartered in Leesburg, VA. Jose has been working in the securities industry for over 15 years and is licensed to sell securities in the District of Columbia, Maryland, and Virginia. Jose holds the Series 6 and SIE licenses as well as the Series 63.
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
VA
10/14/2014 - Present
Kestra Investment Services, LLC (Leesburg VA)
VA
03/04/2014 - 09/08/2014
SANDERS MORRIS HARRIS INC. (FAIRFAX VA)
MD
08/23/2011 - 03/06/2014
FINANCIAL TELESIS INC (ANNAPOLIS MD)
VA
10/24/2007 - 08/17/2011
TOWER SQUARE SECURITIES, INC. (LEESBURG VA)
BC
Issued 06/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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