Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Vidueira is a financial advisor who has been in the industry since January 22, 2006. Jose is currently registered with Kestra Private Wealth Services, LLC and has been with the firm since August 2022. Jose is also registered with the following states: California, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, and Texas (IA). Previously Jose has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, T3 Trading Group, LLC, Cetera Advisors LLC, Morgan Stanley, Citigroup Global Markets Inc., M. J. Whitman, Inc., and FAIC Securities, Inc..
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/10/2023 - Present
Kestra Private Wealth Services, LLC (Boca Raton FL)
FL
09/26/2019 - 08/17/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
NY
09/19/2018 - 01/07/2019
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
01/03/2018 - 09/19/2018
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
09/15/2016 - 08/18/2017
T3 TRADING GROUP, LLC (NEW YORK NY)
FL
05/03/2014 - 12/31/2015
CETERA ADVISORS LLC (BOCA RATON FL)
FL
06/01/2009 - 05/14/2014
MORGAN STANLEY (WEST PALM BEACH FL)
FL
05/22/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
NY
08/25/1994 - 04/24/1995
M. J. WHITMAN, INC. (NEW YORK NY)
NY
05/28/1993 - 08/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
02/05/1993 - 05/15/1993
FAIC SECURITIES, INC. (MIAMI FL)
BOTH
Issued 08/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2012
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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