Unclaimed
Josue Tlamasico is a registered representative with Fifth Third Securities. Josue has been active in the industry since October 2020 and is registered in Indiana and Kentucky. Josue has Series 63, 65, and 6TO licenses, along with the SIE exam.
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.
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.
Sponsor wrap fee program
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.
1
2
KY
03/01/2021 - Present
Fifth Third Securities, Inc. (LOUISVILLE KY)
IA
Issued 2/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/3/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Josue Tlamasico is the right advisor for you? Invested Better is here to help.