Jose Manuel Touzet Iv
Professional Summary
Jose Manuel Touzet IV, who also goes by Jose Manuel Touzet, is a registered financial advisor currently at ICD SECURITIES INC. located in Miami, Florida. Jose is registered as a RR (Registered Representative) and started their career in finance in 2016. Jose has worked at 1 firm and has passed the SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jose Manuel Touzet
Similar Advisors
OSAIC WEALTH, INC.
PROTOCOL WEALTH, LLC
CHELSEA ADVISORY SERVICES, INC
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
PROTOCOL WEALTH, LLC
CHELSEA ADVISORY SERVICES, INC
PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
PROTOCOL WEALTH, LLC
CHELSEA ADVISORY SERVICES, INC
PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
OSAIC WEALTH, INC.
PROTOCOL WEALTH, LLC
CHELSEA ADVISORY SERVICES, INC
PFS INVESTMENTS INC.
Years of Experience
10 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
PROTOCOL WEALTH, LLC
CHELSEA ADVISORY SERVICES, INC
PFS INVESTMENTS INC.
Current Firm
ICD SECURITIES INC.
Contact Information
Main Address
7301 Sw 57th Court Suite 400, Miami, FL 33143Mailing Address
7301 Sw 57th Court Suite 400, Miami, FL 33143Phone Number
(305) 669-5168Established
Florida since 11/19/2004Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (22 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Similar Advisors
OSAIC WEALTH, INC.
PROTOCOL WEALTH, LLC
CHELSEA ADVISORY SERVICES, INC
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
OSAIC WEALTH, INC.
PROTOCOL WEALTH, LLC
CHELSEA ADVISORY SERVICES, INC
PFS INVESTMENTS INC.
State Registrations and Notice Filings
(5/17/2016)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
OSAIC WEALTH, INC.
PROTOCOL WEALTH, LLC
CHELSEA ADVISORY SERVICES, INC
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - BD
Click below to view Jose Manuel Touzet IV's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
PROTOCOL WEALTH, LLC
CHELSEA ADVISORY SERVICES, INC
PFS INVESTMENTS INC.
