Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Angel Cortez is an investment advisor representative currently registered with Hilltop Securities Inc., located in Dallas, Texas. Joseph has worked in the securities industry since January 1, 2023. Joseph has passed the Series 99TO and SIE exams and is specialized in providing financial planning, educational seminars and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees
1
2
TX
01/01/2023 - Present
Hilltop Securities Inc. (DALLAS TX)
BC
Issued 12/29/2022
Series 99TO - Operations Professional Examination
BC
Issued 11/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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