Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Ramon De villasante is an active registered Investment Advisor Representative with Oppenheimer & Co. Inc. Jose has been in the industry since June 23, 1996. He is registered in Texas and New Mexico and has previously worked with several firms, including Morgan Stanley, Citigroup Global Markets Inc., UBS International Inc., and UBS Paine Webber Inc. Jose is a licensed agent in the states of California, Florida, New Mexico, North Carolina, and Texas. He has passed several exams including Series 63, 65, 3, 7 and SIE.
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
TX
05/29/2019 - Present
Oppenheimer & Co. Inc. (HOUSTON TX)
TX
06/01/2009 - 05/31/2019
MORGAN STANLEY (Houston TX)
TX
06/06/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
06/03/2002 - 06/26/2008
UBS INTERNATIONAL INC. (HOUSTON TX)
NJ
06/27/2001 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MA
05/02/2000 - 07/17/2001
MANEQUITY, INC. (BOSTON MA)
TX
01/19/1999 - 06/28/2001
GAMMA CAPITAL SECURITIES, INC (THE WOODLANDS TX)
NY
10/14/1997 - 09/10/1998
SMITH BARNEY INC. (NEW YORK NY)
MN
02/15/1996 - 10/31/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/15/1996 - 10/31/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2003
Series 3 - National Commodity Futures Examination
BC
Issued 02/14/1996
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
Not sure Jose De villasante is the right advisor for you? Invested Better is here to help.
