Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Javier Pacheco is a registered representative and investment advisor representative with W&S Brokerage Services, Inc., based in Ontario, CA. Jose has been in the industry since July 2020. He holds the Series 63, Series 6TO and SIE licenses. Jose is currently registered with the state of California as a broker-dealer.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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CA
07/28/2020 - Present
W&S Brokerage Services, Inc. (ONTARIO CA)
BC
Issued 09/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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