Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Tejada is a financial professional with over 20 years of experience in the industry. Jose is currently registered with J.P. Morgan Securities LLC, a leading investment firm, and previously worked with companies like Chase Investment Services Corp. and MetLife Securities Inc. Jose has a diverse range of licenses and certifications, including Series 6, 7, 55 and SIE exams, and is registered in Connecticut, Florida, New Jersey, and New York. Jose specializes in providing financial advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and institutions.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (LINDENHURST NY)
NY
08/25/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BAY SHORE NY)
NY
08/25/2009 - 10/21/2010
METLIFE SECURITIES INC. (HAUPPAUGE NY)
NY
10/09/2001 - 05/31/2002
WORLDCO, L.L.C. (NEW YORK NY)
NY
10/29/1999 - 09/15/2000
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
10/28/1999 - 10/29/1999
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BC
Issued 10/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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