Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Gautier is a financial advisor who has been in the industry since 2008. Jose is registered with Santander Securities LLC and is licensed to provide financial advice in all 50 states, Puerto Rico, and the District of Columbia. Jose has previously worked with other firms including Lincoln Investment, Signator Investors, Inc., Edward Jones, Worldco, L.L.C., and GKN Securities Corp. Jose provides financial planning and investment management services for individuals and businesses. Jose also specializes in portfolio management for investment companies, pooled investment vehicles, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/06/2023 - Present
Santander Securities LLC (Miami FL)
FL
07/26/2018 - 12/22/2022
LINCOLN INVESTMENT (Miami FL)
FL
09/27/2010 - 07/23/2018
SIGNATOR INVESTORS, INC. (COCONUT GROVE FL)
FL
01/05/2010 - 07/22/2010
EDWARD JONES (MIAMI LAKES FL)
NY
09/04/2002 - 10/22/2003
WORLDCO, L.L.C. (NEW YORK NY)
NY
11/08/1999 - 08/30/2000
GKN SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 01/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2002
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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