Jose L. Blanco
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jose Luis Blanco, who also goes by Jose Luis Blanco, Jose L Blanco, was a registered financial professional .
Jose is a previously registered financial professional and started their career in finance in 1999. Jose had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 18, 2021 - November 23, 2021
INTERVEST INTERNATIONAL, INC.
March 16, 2021 - November 23, 2021
INTERVEST INTERNATIONAL EQUITIES CORPORATION
August 23, 2016 - March 17, 2021
EQUITY SERVICES, INC.
August 23, 2016 - March 17, 2021
EQUITY SERVICES, INC.
January 14, 2011 - August 15, 2016
SECURIAN FINANCIAL SERVICES, INC.
September 20, 2010 - August 15, 2016
SECURIAN FINANCIAL SERVICES, INC.
May 15, 2008 - March 19, 2010
RBC CAPITAL MARKETS, LLC
October 13, 1999 - February 4, 2008
DEUTSCHE BANK SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INTERVEST INTERNATIONAL, INC.
CRD#: 111516 / SEC#: 801-66615
Contact information
Regulatory assets under management
| Total Number of Accounts | 356 |
| AUM (Assets Under Management) | $ 39,933,048 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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