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 Cortez is an investment advisor representative at Fidelity Personal AND Workplace Advisors with over five years of experience in the industry. Jose is licensed to offer investment advice in Oregon and Texas. In addition to his Series 6, 7 and 66 licenses, Jose also holds the Series 63 license. He has been registered with Fidelity Personal AND Workplace Advisors since February 2022. Previously, Jose worked as an investment advisor representative at Wells Fargo Clearing Services, LLC, and StanCorp Equities, Inc. Jose specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (TIGARD OR)
OR
06/29/2018 - 02/17/2022
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
OR
10/19/2016 - 05/15/2018
STANCORP EQUITIES, INC. (PORTLAND OR)
BOTH
Issued 07/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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