Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Manuel Mateo is an investment advisor representative with Osaic Wealth, Inc. based in Davie, Florida. Jose has over 25 years of experience in the financial services industry. Jose is registered with the state of Florida as an Investment Advisor Representative and a Registered Representative. Jose has a Series 6, Series 63 and Series 65 licenses, and has a current Series SIE. Jose provides financial planning, portfolio management and other investment advisory services to individuals, families, and businesses.
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.
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.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (DAVIE FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (DAVIE FL)
FL
09/29/2006 - 07/17/2020
INVESTACORP, INC. (DAVIE FL)
TX
11/06/1998 - 10/05/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
06/07/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
FL
04/08/1998 - 03/08/2000
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
BC
Issued 02/21/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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