Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Marquez Ascencio is a financial advisor with over 20 years of experience in the financial services industry. Jose currently works at Raymond James Financial Services Advisors, Inc. where Jose has been registered since 2011. Prior to that, Jose was employed at Edward Jones and Merrill Lynch. Jose is licensed to provide financial advice in multiple states including California, Texas, Arizona, Florida, Idaho, Kentucky, Maryland, Montana, Nevada, Oklahoma, Oregon, Virginia, and Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
07/19/2019 - Present
Raymond James Financial Services Advisors, Inc. (Chico CA)
CA
08/08/2006 - 11/01/2011
EDWARD JONES (CHICO CA)
CA
03/19/2004 - 08/14/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICO CA)
MO
02/08/2002 - 03/26/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 05/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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