Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Madrigal is a financial advisor with Lincoln Investment. Jose has been in the financial services industry since September 17, 2002 and currently holds registrations in Illinois, Indiana, Missouri, and Texas. Jose specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Jose previously worked with Signator Investors, Inc., First Investors Corporation, VALIC Financial Advisors, Inc., WAMU Investments, Inc., SAMCO Financial Services, Inc., Foresters Equity Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
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.
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2
IL
01/05/2021 - Present
Lincoln Investment (LOMBARD IL)
IL
06/09/2011 - 02/01/2013
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
IL
01/26/2011 - 04/06/2011
FIRST INVESTORS CORPORATION (LOMBARD IL)
IL
07/21/2008 - 10/20/2010
VALIC FINANCIAL ADVISORS, INC. (PEORIA IL)
IL
01/03/2007 - 06/02/2008
WAMU INVESTMENTS, INC. (SOUTH CHICAGO HEIGHTS IL)
AZ
08/26/2004 - 04/01/2005
SAMCO FINANCIAL SERVICES, INC. (PHOENIX AZ)
CA
12/13/2002 - 08/19/2004
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MA
03/05/1999 - 10/26/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/05/1999 - 10/26/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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