Jose Manuel Mateo

Current Employers

Employment History

• 09/2006 → 07/2020
  Investacorp
  Miami Lakes, FL
• 10/2006 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Davie, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Davie, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Davie, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Davie, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Davie, FL
• 2006-10-05 → 2020-07-17
  Investacorp Advisory Services Inc
  Davie, FL
  Davie, FL
• 2003-10-07 → 2006-10-05
  Valic Financial Advisors, Inc.
  Boca Raton, FL
  Miami, FL

Other Businesses

1. DBA - PRINCETON FINANCIAL POSITION: Advisor NATURE: DBA - Princeton Financial INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2006 ADDRESS: 12555 Orange Drive Suite 103, Davie FL 33330, United States DESCRIPTION: Securities offered through my broker dealer Osaic Wealth Inc. 2. J.MATEO FINANCIAL, INC. POSITION: Owner/President NATURE: J.Mateo Financial, Inc. S-Corporation formed to utilize a business checking account for the bill paying and tax purposes for my securities business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2006 ADDRESS: 8162 NW 198 Street, Miami FL 33015, United States DESCRIPTION: J.Mateo Financial, Inc. S-Corporation formed to utilize a business checking account for the bill paying and tax purposes for my securities business. My duties are administrative 3. FIXED INSURANCE SALES POSITION: Advisor NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2006 ADDRESS: 12555 Orange Drive Suite - 103, Davie FL 33330, United States DESCRIPTION: Sales of Fixed Insurance products, Life Insurance and Long Term Care Insurance

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-02-21
• S65 Uniform Investment Adviser Law Examination
  2003-09-27

Other Names

• Jose Manuel Mateo
• Jose Manuel Mateo