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 MacEira montoya is a registered representative with W&S Brokerage Services, Inc. based in MIRAMAR, FL. Jose Luis has been in the industry since 2021. Jose Luis holds the Series 6TO and SIE licenses. Previously, Jose Luis was affiliated with PFS INVESTMENTS INC. in LAWRENCEVILLE, GA.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
05/24/2023 - Present
W&S Brokerage Services, Inc. (MIRAMAR FL)
GA
03/20/2021 - 09/29/2021
PFS INVESTMENTS INC. (LAWRENCEVILLE GA)
BC
Issued 03/20/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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