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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Miguel Clinich is an Investment Advisor Representative (IAR) registered with the state of Texas. Jose Miguel Clinich is also a Registered Representative (RR) registered with FINRA. Jose Miguel Clinich is currently employed by Wells Fargo Clearing Services, LLC. Jose Miguel Clinich has been in the industry since March 17, 2024. Jose Miguel Clinich is licensed to sell a wide variety of securities products. Jose Miguel Clinich specializes in working with individual investors, high net worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Jose Miguel Clinich's firm, Wells Fargo Clearing Services, LLC, is a large firm with over $10 billion in assets under management. The firm offers a wide variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, investment consulting, and educational seminars.
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.
Investment consulting services to institutional clients
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.
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2
TX
04/22/2024 - Present
Wells Fargo Clearing Services, LLC (LUBBOCK TX)
IA
Issued 04/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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