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Jose Serra is a registered investment advisor, based in Williamsport, PA, with 41 years of industry experience.
Location
101 W 3rd St., Williamsport, PA, 17701
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Regulatory History (1)
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Regulatory
September 1997Final
Other Business ActivitiesSells Insurance
Jose is an advisory representative of a RIA, an independent insurance agent since 1984, and a part-owner/financial professional at Clear View Advisors LLC. He also serves as an elder board member at Agape Fellowship of the Mennonite Church.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
November 2016 - Present · 9 yrs 6 mos
Cambridge Investment Research Advisors, INC.
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
September 2007 - October 2016 · 9 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
October 2006 - October 2016 · 10 yrs
Citigroup Global Markets INC.Broker
July 1993 - October 2006 · 13 yrs 3 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
September 1984 - May 1988 · 3 yrs 8 mos
State Registrations21 states
AZCACODEFLINKYMAMDMSNCNHNVNYOHPASCTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.