Jose Matos (CRD# 2137935) is an Investment Advisor Representative working at Commonwealth Financial Network in Westport, MA and has over 32 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Mar 2000 - Current | 24 |
| Advanced Financial Group | Westport, MA | Mar 2000 - Current | 24 |
| Transamerica Life Co | San Francisco, CA | Sep 1994 - Current | 29 |
| Financial Planning Alternatives | Westport, MA | Oct 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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