Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose R Jaunarena ferrari has been in the securities industry since December 1999. Jose is currently registered with Oppenheimer & Co. Inc. Jose is also registered in Florida and Puerto Rico. Previously, Jose was associated with POPULAR SECURITIES, LLC in San Juan, Puerto Rico and ORIENTAL FINANCIAL SERVICES CORP in San Juan, Puerto Rico.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
08/23/2023 - Present
Oppenheimer & Co. Inc. (FORT LAUDERDALE FL)
PR
01/21/2004 - 11/20/2017
POPULAR SECURITIES, LLC (SAN JUAN PR)
PR
12/07/1999 - 01/22/2004
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
BOTH
Issued 10/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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