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 Matos is a financial advisor associated with Commonwealth Financial Network. Jose has been in the industry since 1991. Jose has been a Registered Representative since 1991 and an Investment Advisor Representative since 2000. Jose holds Series 6, 7, 63, and 65 licenses. Jose is licensed in several states including California, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Rhode Island, and Texas. Jose specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
08/25/2000 - Present
Commonwealth Financial Network (WESTPORT MA)
OH
04/25/1995 - 03/10/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
04/05/1993 - 04/25/1995
FIDELITY EQUITY SERVICES CORPORATION
MA
01/01/1993 - 04/06/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/01/1993 - 04/06/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
05/28/1991 - 11/13/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/28/1991 - 11/13/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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