Jose MateoCRD Number: 2999204
Current Firm: Investacorp Advisory Services Inc.
Jose Mateo (CRD# 2999204) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Davie, FL and has over 14 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Investacorp Advisory Services||Miami Lakes, FL||Oct 2006 - Current||11|
|Investacorp||Miami Lakes, FL||Sep 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
|S63||Uniform Securities State Law Examination||Feb 2015|
Total Assets Under Management2,097MILLIONS
Total Number of Accounts6,360ACCOUNTS
Average Account Value$329,697
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV