Jose SilvaCRD Number: 5281033
Current Firm: Raymond James & Associates, Inc.
Jose Silva (CRD# 5281033) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Embry-riddle Aeronautical University||Daytona Beach, FL||Aug 2015 - Current||2|
|Raymond James & Associates, Inc.||Orlando, FL||May 2015 - Current||2|
|Raymond James & Associates||Orlando, FL||Apr 2014 - Current||3|
|Edward Jones||St Louis, MO||Apr 2009 - Feb 2014||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Daytona Beach, FL||Jan 2007 - Feb 2009||2|
|Bank Of America||Ormond Beach, FL||May 2001 - Jan 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Employer Dispute
- Customer Dispute
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)