Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Salcedo is a financial advisor at Wealthbuilders Investments, a firm based in Englewood, CO. Jose has been in the financial services industry since 1994. Jose has a strong background in providing financial planning and portfolio management services to individuals. Jose also specializes in working with high-net-worth individuals and charitable organizations. In addition to his financial services experience, Jose holds a Series 7, Series 63, and Series 65 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
CA
01/22/2025 - Present
Wealthbuilders Investments (GOLETA CA)
CA
08/18/2006 - 10/13/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (GOLETA CA)
CA
05/16/2003 - 08/18/2006
CENTAURUS FINANCIAL, INC. (SANTA BARBARA CA)
CT
11/10/1998 - 05/21/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MO
07/03/1997 - 11/12/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
07/05/1995 - 08/01/1997
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
NY
04/20/1994 - 06/05/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jose Salcedo is the right advisor for you? Invested Better is here to help.
