Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Rodriguez is a registered representative with J.p. Morgan Securities LLC. Jose has been in the industry since February 17, 2022 and has passed the Series 6TO and SIE exams. Jose is currently licensed in Colorado and is located in the Aurora branch office. Jose specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CO
02/18/2022 - Present
J.p. Morgan Securities LLC (AURORA CO)
BC
Issued 02/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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