Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joselito? Claim Your ProfileJoselito Aquino is a Registered Representative and Investment Advisor Representative, working with Wells Fargo Clearing Services, LLC. Joselito is registered in 16 states and holds Series 6, 7TO, 63 and 66 securities licenses. Joselito has over 5 years of experience in the financial services industry. Joselito is located in the Marlton, NJ branch office of Wells Fargo Clearing Services, LLC. Previous employment history includes UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC.
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.
Investment consulting services to institutional clients
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
NJ
10/10/2024 - Present
Wells Fargo Clearing Services, LLC (MARLTON NJ)
NJ
12/21/2022 - 05/30/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
03/25/2019 - 12/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER MONTCLAIR NJ)
NY
08/30/2018 - 02/26/2019
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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