Jose MaldonadoCRD Number: 5387168
Current Firm: Morgan Stanley
Jose Maldonado (CRD# 5387168) is an Investment Advisor Representative working at Morgan Stanley in Houston, TX and has over 9 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley||Houston, TX||Mar 2013 - Current||4|
|Ubs Financial Services Inc.||Houston, TX||Jan 2010 - Mar 2013||3|
|Ubs International Inc.||Houston, TX||Sep 2009 - Mar 2013||3|
|Jpmorgan Chase Bank Na||Houston, TX||Jul 2008 - Sep 2009||1|
|Chase Investment Services Corp||Houston, TX||Jul 2008 - Sep 2009||1|
|Metropolitan Life Insurance Company||Houston, TX||Dec 2007 - Jun 2008||< 1|
|Metlife Securities||Houston, TX||Dec 2007 - Jun 2008||< 1|
|Af Consulting||Houston, TX||Jan 2007 - Nov 2007||< 1|
|Machaik Dodge||Houston, TX||May 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2008|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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