Jose Pires is a registered investment advisor at Cetera Investment Advisers LLC, based in Geneva, FL, with 30 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Geneva, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jose provides business bookkeeping services, tax preparation, business guidance, accounting, and IRS representation through National Accounting & Management Services Inc since 1989. He dedicates a few hours per week to this activity, counseling on general business topics, acting as the IT person, and conducting tax interviews.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Allied Beacon Wealth Management, LLC
Allied Beacon Partners, INC.Broker
Workman Securities Corporation
Workman Securities CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Washington Square Securities, INC.Broker
Hochman & Baker Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.