Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Velazquez-ramos is a financial advisor with over 12 years of experience in the financial services industry. Jose currently works with Planmember Securities Corp. and is registered to provide investment advice in Massachusetts. Jose has held several other roles in the industry, including positions with NYLIFE Securities LLC, Citizens Securities, Inc., PRUCO Securities, LLC, Next Financial Group, Inc., Ameriprise Financial Services, Inc., Waddell & Reed, Inc., and PFS Investments Inc. Jose holds Series 7, 6, 63, 65, and 66 licenses and has experience providing financial planning, pension consulting, educational seminars, and portfolio management services to a variety of clients, including individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth 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.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/24/2024 - Present
Planmember Securities Corp. (OVIEDO FL)
MA
05/30/2022 - 07/02/2024
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
09/05/2018 - 06/16/2020
CITIZENS SECURITIES, INC. (LYNN MA)
RI
04/23/2014 - 08/30/2018
PRUCO SECURITIES, LLC. (WARWICK RI)
MA
05/07/2012 - 09/17/2012
NEXT FINANCIAL GROUP, INC. (BRIGHTON MA)
MA
01/27/2012 - 04/12/2012
AMERIPRISE FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
11/30/2009 - 04/16/2010
WADDELL & REED, INC. (WOBURN MA)
GA
11/08/2002 - 06/15/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jose Velazquez-ramos is the right advisor for you? Invested Better is here to help.
