Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Jose Delgado is an investment advisor representative at Ameriprise Financial Services, LLC. Jose is licensed in Florida and has been working in the financial services industry since February 15, 2009. Jose holds Series 6, 7, 63, and 65 licenses as well as the SIE. Jose is a licensed independent insurance broker for a variety of companies including Mass Mutual, Transamerica, John Hancock, American National, AXA, Gerber, and Lincoln Financial. Ameriprise Financial Services, LLC, with a main office in Minneapolis, Minnesota, is a large investment advisory firm managing over $479 billion in assets. The firm is known for providing a wide range of advisory services, including financial planning, pension consulting, asset allocation services, portfolio management for individuals and businesses, and educational seminars.
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.
Asset allocation services
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
FL
02/02/2016 - Present
Ameriprise Financial Services, LLC (ORLANDO FL)
FL
02/16/2009 - 02/20/2015
AXA ADVISORS, LLC (ORLANDO FL)
IA
Issued 10/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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