Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Leonardo Ronquillo is a securities professional with over 17 years of experience in the financial services industry. Jose is currently registered with Mutual of America Securities LLC in Atlanta, Georgia. Jose has held previous roles with Pentegra Distributors Inc., SunTrust Investment Services, Inc., and MMC Securities Corp. Jose holds Series 6, 7, and 63 securities licenses and the SIE exam.
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.
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.
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GA
10/20/2022 - Present
Mutual OF America Securities LLC (ATLANTA GA)
NY
12/03/2015 - 12/20/2022
PENTEGRA DISTRIBUTORS INC. (WHITE PLAINS NY)
GA
08/09/2012 - 11/03/2015
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
01/05/2011 - 11/01/2011
MMC SECURITIES CORP. (NEW YORK NY)
MA
04/01/2005 - 12/31/2010
MMC SECURITIES CORP. (NORWOOD MA)
MA
09/14/2004 - 04/01/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BC
Issued 01/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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