Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Won is a financial advisor based in Philadelphia, Pennsylvania. Jose is currently registered with Citizens JMP Securities, LLC, and has been in the industry since November 5, 2020. Jose has experience with a variety of financial products and services, including investment banking, investment company products, and variable contracts. Jose holds Series 6, 63 and 79TO licenses, as well as the SIE exam. Jose is also registered in New York. Prior to joining Citizens JMP Securities, LLC, Jose was with CITIZENS CAPITAL MARKETS and CITICORP INVESTMENT SERVICES.
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.
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.
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2
PA
08/01/2023 - Present
Citizens JMP Securities, LLC (Philadelphia PA)
PA
04/03/2023 - 08/01/2023
CITIZENS CAPITAL MARKETS (Philadelphia PA)
NY
10/22/2004 - 03/19/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BC
Issued 02/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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