Unclaimed
Jose Rafael Viso is a registered representative of Bofa Securities, Inc. Jose Rafael Viso's current registration began on 8/2/2022 and is active. Jose Rafael Viso has been in the securities industry since 8/28/2012. Jose Rafael Viso is registered with the state of New York. Jose Rafael Viso is also a registered principal with a Series 24 license.
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.
Research-related 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.
Negotiated fees for research-related services
1
2
NY
08/02/2022 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
08/28/2012 - 07/13/2022
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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