Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose M Del valle is a financial professional with over 20 years of experience in the financial services industry. Jose has a wide range of experience working for firms such as UBS Financial Services Inc., AEGIS CAPITAL CORP., and R-G INVESTMENTS CORPORATION. Jose is currently a registered representative with Nationwide Planning Associates Inc.
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.
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.
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2
PR
02/28/2018 - Present
Nationwide Planning Associates Inc. (HATO REY PR)
PR
03/24/2015 - 03/02/2018
AEGIS CAPITAL CORP. (SAN JUAN PR)
PR
10/17/2006 - 04/09/2015
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
PR
10/17/2006 - 04/09/2015
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)
PR
07/06/2004 - 10/17/2006
R-G INVESTMENTS CORPORATION (SAN JUAN PR)
MA
09/05/2002 - 01/05/2004
SANTANDER SECURITIES (BOSTON MA)
PR
09/25/2001 - 06/20/2002
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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