Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Martin Rodriguez osuna is an Investment Advisor Representative with Cooper Financial Investments, LLC. Jose Martin Rodriguez osuna has been in the industry since 2023. Jose Martin Rodriguez osuna has passed the Series 66, Series 7TO and SIE exams. Jose Martin Rodriguez osuna is registered with the states of Arizona and Louisiana. Jose Martin Rodriguez osuna has also worked for Morgan Stanley. Jose Martin Rodriguez osuna specializes in providing financial planning and educational seminars to individuals and other investment advisers. Jose Martin Rodriguez osuna also assists with estate planning, trusts and wills.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees
1
2
AZ
06/12/2024 - Present
Cooper Financial Investments, LLC (MESA AZ)
AZ
05/20/2023 - 01/04/2024
MORGAN STANLEY (Gilbert AZ)
BOTH
Issued 03/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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