Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Madera-reyes has been a registered representative since 2011 and has been working in the financial services industry since 2011. Jose Madera-reyes is registered in 19 states to offer investment advice and brokerage services and is currently affiliated with LPL Financial LLC. Jose Madera-reyes holds FINRA licenses Series 6, 7, 24, 26, 51, 63, and 65 and the SIE exam. Jose Madera-reyes has previously been associated with CETERA INVESTMENT SERVICES LLC and FORESTERS FINANCIAL SERVICES, INC.. Jose Madera-reyes also provides services in the area of insurance.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
03/21/2023 - Present
LPL Financial LLC (ISELIN NJ)
NJ
06/20/2019 - 03/22/2023
CETERA INVESTMENT SERVICES LLC (ISELIN NJ)
NJ
09/15/2011 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (ISELIN NJ)
IA
Issued 05/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/16/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jose Madera-reyes is the right advisor for you? Invested Better is here to help.
