Jose Cadena (CRD# 7380113) is an Investment Advisor Representative working at Endurance Financial Planning, LLC in Mcallen, TX and has over 2 years of experience in the finance industry.
CRD# 2683325
Stifel, Nicolaus & Company, Incorporated
CRD# 4390781
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3169753
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Endurance Financial Planning, LLC | Mcallen, TX | Jul 2021 - Current | 2 |
| Rio Grande Regional Hospital | Mcallen, TX | Jul 2020 - Current | 3 |
| South Texas Health Systems | Edinburg, TX | Jan 2014 - Jul 2020 | 6 |
| Dhr Health | Edinburg, TX | Jan 2012 - Dec 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- CA
- TX
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts971ACCOUNTS
-
Average Account Value$52,485
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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