Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Oliveira is an investment advisor representative with Snowden Capital Advisors LLC, based in New York, New York. Jose has been in the industry since 2000 and previously worked with Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Jose holds Series 66, Series 7 and SIE licenses. Jose provides financial planning, portfolio management and pension consulting services to individuals, businesses, high net worth individuals, charitable organizations, and pension and profit sharing plans.
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.
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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NY
05/28/2021 - Present
Snowden Capital Advisors LLC (New York NY)
NY
09/10/2018 - 06/01/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
10/01/2012 - 09/17/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/23/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
08/04/2000 - 05/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 08/11/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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