Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Camarena is an investment advisor representative currently associated with Buckingham Strategic Partners, LLC, and The Colony Group, LLC. Jose has a long history in the financial services industry, and holds the Series 63, Series 65, Series 7TO and the SIE licenses. Jose has prior experience working with Charles Schwab & Co., Inc. and TD Ameritrade, Inc., and has expertise in portfolio management for individuals, businesses, and investment companies, and specializes in financial planning. Jose's experience and qualifications make him a valuable resource for those seeking investment guidance.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
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2
MO
04/11/2024 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
MO
06/14/2022 - 02/13/2024
CHARLES SCHWAB & CO., INC. (St Louis MO)
MO
07/01/2020 - 06/14/2022
TD AMERITRADE, INC. (ST. LOUIS MO)
IA
Issued 04/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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