Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Pizarro has been in the financial industry since 1997. Jose is currently registered with Edward Jones as a Financial Advisor, and has previously held positions with CHARLES SCHWAB & CO., INC. and VANGUARD MARKETING CORPORATION. Jose has passed several industry exams including Series 6, 7, 9, 10, 24, 26, 63 and SIE and holds FINRA registrations.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
11/01/2002 - Present
Edward Jones (ST LOUIS MO)
TX
10/19/2000 - 12/17/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
05/31/1996 - 09/08/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 07/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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