New York, NY April, 1 2015 Jose has 14 years of experience providing financial advice with wealth management Services. He works with retail customers in the Puerto Rico and Florida markets. Prior to Aegis Capital, Jose was with UBS for the past 8 years servicing customers. Jose started his career at Oriental Financial Services and is currently registered with his Series 7, 6, 63 along with his insurance licenses.
Jose will be joining the newly established Puerto Rico Branch in San Juan.
Aegis Capitals CEO Robert Eide Commented: “We are pleased Jose is a member of the Aegis team and look forward to servicing him and his customer base”.
Aegis Capital Head of Business Development Commented: “Jose is welcomed addition to our newly established Puerto Rico Location”. “We continue to see growth and look forward to a long and successful relationship with Jose”.
About Aegis- Aegis Capital has been in business for the past 30 years and maintains a conflict free service platform catering to the needs of private clients, institutions and corporations. Aegis Capital Corporation was founded in 1984 by, the current CEO and Chairman. Aegis origins were based on servicing the specific needs of an extremely affluent customer base. Today, we have become a premiere full-service investment banking firm with Twenty-One locations headquartered out of New York City and employees stretching from Florida to Rochester, NY. We have clients in all 50 states and overseas. Aegis has been able to bring quality service through its clearing relationships of RBC and Apex.
Any questions contact
Business Development
Phil Michals-800-380-4241
pmichals@aegiscapcorp.com