Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Rosario is a financial advisor with State Farm Investment Management Corp. Jose holds the Series 6, Series 6TO and SIE licenses and is registered as a Registered Representative in Florida, Georgia and Ohio. He has been active in the industry since 2003. He is a Chartered Financial Consultant and has prior experience with a variety of firms including Santander Securities and New York Life Insurance Company. Jose specializes in lending and borrowing activities and also owns and operates Jose Rosario Insurance Agency.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/24/2024 - Present
State Farm Investment Management Corp. (Orlando FL)
MA
12/12/2003 - 01/30/2007
SANTANDER SECURITIES (BOSTON MA)
BC
Issued 11/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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