Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Rene Vasquez is a financial advisor who has been in the industry since 2014. Joseph has a Series 7 and Series 66 license. Joseph currently works at Cetera Investment Advisers LLC. Prior to joining Cetera Investment Advisers LLC, Joseph worked at Edward Jones and Stifel, Nicolaus & Company, Incorporated. Joseph specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting and educational seminars. Joseph is also a co-owner of J Vasquez Investments LLC, a holding company for real estate, and is the president of the Gregory-Portland Education Foundation, which raises funds to sponsor teacher/staff grants and student scholarships.
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.
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.
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2
TX
11/04/2022 - Present
Cetera Investment Advisers LLC (CORPUS CHRISTI TX)
TX
01/04/2021 - 11/07/2022
EDWARD JONES (CORPUS CHRISTI TX)
TX
04/27/2018 - 01/15/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CORPUS CHRISTI TX)
TX
09/09/2014 - 05/01/2018
EDWARD JONES (PORTLAND TX)
BOTH
Issued 10/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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