Jose Delcarmen (CRD# 7446471) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Moreno Valley, CA and has over 2 years of experience in the finance industry.
CRD# 2238419
Lpl Financial LLC
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4906915
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Riverside, CA | Dec 2021 - Current | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverside, CA | Jul 2013 - Current | 10 |
Bank Of America | Riverside, CA | May 2018 - Sep 2021 | 3 |
Bank Of America | Riverside, CA | Oct 2014 - May 2018 | 3 |
Heroes Bar And Grill | Riverside, CA | Apr 2014 - Mar 2018 | 3 |
Bank Of America | Riverside, CA | Jan 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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