Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Rodrigo Covian is a registered representative with Bulltick Wealth Management, LLC. Jose Rodrigo Covian has been in the industry since 2005 and is licensed in several states. Jose Rodrigo Covian has a variety of licenses and registrations including Series 7, Series 24, Series 57TO, Series 63, Series 65, and Series 99TO. Jose Rodrigo Covian has previously been affiliated with Bulltick Securities, LLC and Bulltick, LLC. Jose Rodrigo Covian has a strong background in providing investment consulting services, financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Investment consulting 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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
04/08/2022 - Present
Bulltick Wealth Management, LLC (MIAMI FL)
FL
02/13/2008 - 09/19/2014
BULLTICK SECURITIES, LLC (MIAMI FL)
FL
05/18/2005 - 09/25/2008
BULLTICK, LLC (MIAMI FL)
IA
Issued 07/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/05/2020
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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