Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Luis Chavez is a financial advisor with Cambridge Investment Research Advisors, Inc., located in Cincinnati, OH. Jose Luis Chavez has been in the industry since November 18, 2006. Jose Luis Chavez is licensed in Kentucky, New York, Ohio, and Virginia. Jose Luis Chavez specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/16/2024 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
OH
03/02/2016 - 10/17/2017
INVEST FINANCIAL CORPORATION (CINCINNATI OH)
OH
05/21/2012 - 12/17/2015
PNC INVESTMENTS (CINCINNATI OH)
KY
01/01/2008 - 04/18/2012
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
08/04/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BOTH
Issued 03/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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