Years of Experience
5-20+ Years
CHANDLER, AZ
4 Years Experience
0 Disclosures
ADVISOR BIO
Jose Aun is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jose has been in the securities industry for over a year. Jose has passed the Series 7TO, Series 63, Series 66, and SIE exams. Prior to joining Merrill Lynch, Jose worked with the Vanguard Marketing Corporation and the Vanguard Group. Jose is registered to provide securities related services in 53 states and districts, and investment advisory services in 2 states and districts.
SPECIALIZATIONS
CHANDLER, AZ
11 Years Experience
0 Disclosures
ADVISOR BIO
Jose Chiriboga is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jose has been in the securities industry since August 12, 2014, and holds the Series 66, Series 7, and SIE licenses. Jose is registered in 53 states and the District of Columbia, as well as in Puerto Rico and the Virgin Islands. Jose specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
SPECIALIZATIONS
CHANDLER, AZ
10 Years Experience
0 Disclosures
ADVISOR BIO
Jose Guadalupe Martinez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. based in Chandler, Arizona. Jose Martinez has been working in the industry since August 20, 2015 and is registered to provide investment advisory services in 53 states and the District of Columbia. Jose Martinez also holds Series 7, 9, 10, 66 and SIE licenses.
SPECIALIZATIONS
CHANDLER, AZ
2 Years Experience
0 Disclosures
ADVISOR BIO
Jose Manuel Verasgonzalez is a registered representative with Morgan Stanley. Jose Manuel is licensed in 53 states, including Texas and Arizona. Jose Manuel has been in the industry for over 2 years. Previous to joining Morgan Stanley, Jose Manuel was with CHARLES SCHWAB & CO., INC.. Jose Manuel specializes in various areas including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management. Jose Manuel is also licensed to provide investment advisory services for individuals, businesses, and investment companies.
SPECIALIZATIONS
TUCSON, AZ
8 Years Experience
0 Disclosures
ADVISOR BIO
Jose Alberto Hernandez cevada is a registered representative with Raymond James & Associates, Inc., based in Tucson, Arizona. Jose Alberto Hernandez cevada has been in the financial services industry for 8 years and holds the following licenses: Series 6, Series 7TO, Series 63, and SIE. Jose Alberto Hernandez cevada has previously worked for WELLS FARGO CLEARING SERVICES, LLC and J.P. MORGAN SECURITIES LLC.
SPECIALIZATIONS
MESA, AZ
0 Disclosures
ADVISOR BIO
Jose Martin Rodriguez osuna is an Investment Advisor Representative with Cooper Financial Investments, LLC. Jose Martin Rodriguez osuna has been in the industry since 2023. Jose Martin Rodriguez osuna has passed the Series 66, Series 7TO and SIE exams. Jose Martin Rodriguez osuna is registered with the states of Arizona and Louisiana. Jose Martin Rodriguez osuna has also worked for Morgan Stanley. Jose Martin Rodriguez osuna specializes in providing financial planning and educational seminars to individuals and other investment advisers. Jose Martin Rodriguez osuna also assists with estate planning, trusts and wills.
SPECIALIZATIONS
SCOTTSDALE, AZ
17 Years Experience
2 Disclosures
ADVISOR BIO
Joseline Clua is a financial professional with over 16 years of experience in the industry. Joseline is a Registered Representative, a General Securities Principal and a Registered Investment Advisor, holding the Series 7, 24, 79, and 99 licenses. Joseline is currently registered with Osaic Wealth, Inc., and previously worked for Securities America, Inc. and Investcorp, Inc. Joseline is a dedicated professional who specializes in Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisors. Joseline's experience and expertise allow her to provide comprehensive financial services for individuals, businesses, and institutions.
SPECIALIZATIONS
QUEEN CREEK, AZ
6 Years Experience
0 Disclosures
ADVISOR BIO
Jose luis Bufanda is an Investment Advisor Representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since July 2019. Jose luis is registered in 13 states for both Broker-Dealer and Investment Advisor activities. Jose luis has obtained the Series 7TO, SIE, and Series 66 licenses.
SPECIALIZATIONS
Scottsdale, AZ
0 Disclosures
ADVISOR BIO
Joseph Donti is an investment advisor representative with AE Wealth Management, LLC. Joseph is registered with the state of Arizona and the state of Texas. Joseph has been in the financial services industry since 2008. Joseph has a Series 65 license and has been working with clients on financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
SPECIALIZATIONS
CHANDLER, AZ
3 Years Experience
0 Disclosures
ADVISOR BIO
Joseph Robert Collen is a financial advisor with LPL Financial LLC in CHANDLER, Arizona. Joseph Robert Collen has been in the financial services industry since 2022. Joseph Robert Collen has a Series 66, Series 7TO and a SIE exam. Joseph Robert Collen is registered to provide investment advice in Arizona and Wisconsin. Joseph Robert Collen is also registered as an Investment Advisor Representative in Arizona. In addition to LPL Financial LLC, Joseph Robert Collen previously worked for EDWARD JONES.
SPECIALIZATIONS