Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Raposo is a financial professional with over 16 years of experience in the industry. Jose is currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in New Brunswick, NJ. Jose has a broad range of experience, having previously worked with firms such as Morgan Stanley, E*TRADE SECURITIES LLC, TD AMERITRADE, INC. and J.P. MORGAN SECURITIES LLC. Jose is committed to providing clients with a personalized approach to financial planning and investment management.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NJ
04/17/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW BRUNSWICK NJ)
NJ
03/20/2023 - 04/03/2023
MORGAN STANLEY (Morristown NJ)
NJ
08/26/2019 - 03/31/2023
E*TRADE SECURITIES LLC (MORRISTOWN NJ)
NJ
10/14/2015 - 07/16/2019
TD AMERITRADE, INC. (MORRISTOWN NJ)
NY
10/01/2012 - 10/15/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/24/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
07/12/2007 - 01/11/2008
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NY
01/03/2008 - 01/09/2008
REUVEN ENTERPRISES SECURITIES DIVISION, LLC (NEW YORK NY)
BOTH
Issued 11/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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