Jose Morales is a CFA-designated registered investment advisor, based in Miami, FL, with 3 years of industry experience.
Location
333 SE 2nd Ave, Suite 3950, Miami, FL, 33131
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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.
Learn about disclosures →Employment History
Current Registrations
Bulltick, LLC
January 2023 - Present · 3 yrs 3 mos
Bulltick, LLCBroker
January 2023 - Present · 3 yrs 3 mos
Bulltick Wealth Management, LLC
December 2022 - Present · 3 yrs 4 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.