Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Wilfredo Palacios is a financial advisor with Fisher Investments. Jose has been in the financial industry for more than nine years, working with individuals, families, and institutions. Jose is a registered investment advisor representative in Texas. Jose specializes in providing investment advisory services, including portfolio management for individuals, families, and businesses. Jose is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/12/2023 - Present
Fisher Investments (PLANO TX)
TX
02/05/2021 - 08/21/2023
LPL FINANCIAL LLC (MISSOURI CITY TX)
TX
11/07/2018 - 01/20/2021
BBVA SECURITIES INC. (HOUSTON TX)
TX
03/21/2014 - 08/31/2018
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
BOTH
Issued 03/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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