Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Lino Huerfano is a registered representative with J.p. Morgan Securities LLC, located in NEW YORK, NY. Jose has been in the securities industry since 1999. Jose is licensed to provide securities and investment advisory services in multiple states. Jose has a wide range of experience and expertise, and is committed to providing his clients with the highest level of service. Prior to joining J.P. Morgan Securities, Jose worked at Chase Investment Services Corp., Banc of America Investment Services, Inc., Tower Square Securities, Inc., and Ladenburg, Thalmann & Co., Inc. Jose holds multiple professional designations and has a strong track record of success in the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/19/2013 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/07/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
11/04/2005 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (STIRLING NJ)
CA
01/03/2005 - 10/25/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
11/20/2002 - 12/18/2004
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
01/02/2000 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 07/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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