Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Yanez is a registered investment advisor representative with TCI Wealth Advisors, Inc. Jose has been working in the financial services industry since 2017, Jose has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, and the Uniform Investment Adviser Law Examination. Jose has experience with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jose offers financial planning, portfolio management, and selection of other advisors services. Jose is registered in Arizona.
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.
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.
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AZ
11/18/2024 - Present
TCI Wealth Advisors, Inc. (TUCSON AZ)
Active
Inactive
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