Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Cetale is a financial advisor with Morgan Stanley. Jose has over 30 years of experience in the financial services industry. Jose is registered with the state of California as a broker and an investment advisor representative. Jose also holds Series 6, 7, and 63 securities licenses as well as the SIE exam and the Series 65 exam. Prior to joining Morgan Stanley, Jose worked for Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Securities, Inc.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/29/2024 - Present
Morgan Stanley (San Diego CA)
CA
01/03/2011 - 04/12/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CHULA VISTA CA)
CA
11/19/1993 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
01/22/1993 - 11/19/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IA
Issued 04/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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