Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Murua Vargas is an active investment advisor and financial advisor. Jose has been in the industry since 1988. Jose currently holds registration with Osaic Wealth, Inc. as a representative. Jose has experience working for a number of well-known financial institutions, including SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Jose has offices in Tucson, Arizona.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (TUCSON AZ)
AZ
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TUCSON AZ)
AZ
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (TUCSON AZ)
TX
03/04/1993 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NA
09/27/1990 - 09/11/1992
FIDELITY EQUITY SERVICES CORPORATION
MN
09/04/1986 - 01/23/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 07/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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