Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Pires is an investment advisor representative with Cetera Investment Advisers LLC. Jose has been in the industry since 1995. Jose has been registered with Cetera Investment Advisers LLC since January 2024. Previously, Jose was registered with Allied Beacon Partners, Inc., Workman Securities Corporation, ING Financial Partners, Inc., Woodbury Financial Services, Inc., Washington Square Securities, Inc., and Hochman & Baker Securities, Inc. Jose has experience in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
GENEVA, FL
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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2
FL
01/26/2024 - Present
Cetera Investment Advisers LLC (GENEVA FL)
FL
10/03/2011 - 07/01/2013
ALLIED BEACON PARTNERS, INC. (ALTAMONTE SPRINGS FL)
FL
10/19/2006 - 09/30/2011
WORKMAN SECURITIES CORPORATION (ALTAMONTE SPRINGS FL)
FL
12/02/2002 - 10/23/2006
ING FINANCIAL PARTNERS, INC. (ALTAMONTE SPRINGS FL)
MN
03/13/2001 - 12/09/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
07/18/1997 - 03/15/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CT
09/29/1995 - 07/22/1997
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BC
Issued 3/28/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 7/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 2/6/2001
Series 52 - Municipal Securities Representative Examination
BC
Issued 9/4/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 9/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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