JM
CFA
JM
CFA

Jose Morales

3 Years of Experience
Mecixo City
Broker

Jose Morales is a CFA-designated registered investment advisor, based in Mecixo City, with 3 years of industry experience. Jose is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Mecixo City

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Bulltick, LLCBroker
January 2023 - Present · 3 yrs 9 mos
Bulltick, LLC
January 2023 - Present · 3 yrs 9 mos
Bulltick Wealth Management, LLC
December 2022 - Present · 3 yrs 10 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jose Morales - Financial Advisor | TrueAdvisor