Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Joaquin Torres ramos is a financial professional with over 30 years of experience in the industry. Jose is currently registered with Popular Securities, LLC and has been with them since January 1998. Jose has previously worked at Smith Barney Puerto Rico Inc., Salomon Brothers Inc., Smith Barney Inc., CitiCorp Financial Services Corporation, CitiCorp Financial Services, Inc. and Drexel Burnham Lambert Incorporated. Jose holds a Series 7, Series 24, Series 27, Series 53, SIE, and Series 99TO. Jose specializes in Portfolio management for businesses and individuals, financial planning, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees in money market product and referral fees
1
2
PR
01/22/1998 - Present
Popular Securities, LLC (SAN JUAN PR)
PR
09/04/1996 - 01/27/1999
SMITH BARNEY PUERTO RICO INC. (SAN JUAN PR)
NY
12/03/1997 - 02/24/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
06/24/1994 - 02/24/1998
SMITH BARNEY INC. (NEW YORK NY)
PR
06/01/1992 - 05/16/1994
CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)
NA
12/03/1988 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NA
06/24/1987 - 03/14/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 01/19/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/13/1992
Series 24 - General Securities Principal Examination
BC
Issued 07/18/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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