Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Paz is a financial advisor with Ameriprise Financial Services, LLC. Jose has been in the industry since 2004 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Jose is registered in California and has passed the Series 6, 7, 63, and 66 exams. Prior to joining Ameriprise Financial Services, LLC, Jose was employed by WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC. Jose specializes in working with individuals, families, trusts, estates, businesses, and retirement plans. Jose also works with charitable organizations and insurance companies.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
12/09/2013 - Present
Ameriprise Financial Services, LLC (FRESNO CA)
CA
05/07/2012 - 03/07/2013
WELLS FARGO ADVISORS, LLC (FRESNO CA)
CA
01/03/2011 - 02/08/2012
WELLS FARGO ADVISORS, LLC (FRESNO CA)
CA
10/25/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
MN
09/20/2004 - 10/21/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 11/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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