Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Nelson Casillas is a financial professional with over 20 years of experience in the industry. Jose currently works for Osaic FS, Inc., where he has been employed since October 1, 2008. Prior to that, Jose worked for NFP Securities, Inc., Walnut Street Securities, Inc., and WMA Securities, Inc. Jose holds Series 6, 26 and 63 licenses, as well as the SIE. Jose is a registered representative in Puerto Rico and specializes in retirement planning, financial planning, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on limited basis.
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
PR
10/01/2008 - Present
Osaic FS, Inc. (SAN JUAN PR)
PR
03/15/2006 - 09/26/2008
NFP SECURITIES, INC. (SAN JUAN PR)
CA
01/10/2002 - 03/21/2006
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
11/09/2000 - 01/10/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
12/10/1997 - 11/07/2000
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 05/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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