Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Leon Maya is a registered investment advisor with Statetrust Capital, LLC, based in Boca Raton, FL. Jose has been in the industry since February 1988. Jose has a broad range of experience, having previously worked at Salomon Smith Barney Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jose has a diverse set of credentials and licensing, including a Series 7, Series 3, Series 63, Series 65, Series 99TO and SIE. Jose is also registered in 15 states and has a wealth of knowledge about investment strategies.
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.
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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2
FL
10/03/2022 - Present
Statetrust Capital, LLC (BOCA RATON FL)
NY
07/31/1993 - 03/13/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/26/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/23/1988 - 07/01/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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