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Jose Fincheltub

Truist Advisory Services, Inc.

Bal Harbour, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-23
  • FL RA
    APPROVED
    Since 2023-10-23

Branch Locations

9600 Collins Avenue 2Nd Floor, Bal Harbour, FL 33154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Aventura FL 03/2016 10/2023
Morgan Stanley Private Bank, N.A. New York NY 04/2016 10/2023
Truist Investment Services, Inc Bal Harbour FL 10/2023 Present
Truist Advsiory Services, Inc Bal Harbour FL 10/2023 Present
  • 03/2016 → 10/2023
    Morgan Stanley Smith Barney Llc
    Aventura, FL
  • 04/2016 → 10/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 10/2023 → Present
    Truist Investment Services, Inc
    Bal Harbour, FL
  • 10/2023 → Present
    Truist Advsiory Services, Inc
    Bal Harbour, FL
Previous Registrations
  • 2016-03-24 → 2023-10-17
    Morgan Stanley
    Aventura, FL
    Houston, TX
  • 2008-09-23 → 2016-04-01
    Credit Suisse Securities (Usa) Llc
    Miami, FL
  • 2004-05-06 → 2008-09-24
    Lehman Brothers Inc.
    Miami, FL
    New York, NY
    Miami, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-20
  • S66 Uniform Combined State Law Examination
    2003-10-20

View on SEC IAPD

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Other Investors

JOSE LAZARO MENDEZ
EDUARDO COHEN
ALEXANDER NAVARRO
LEE LEVY
MEI WON MOY
REBECCA CHRISTINE EPPERLY
EDWARD JOSEPH COHEN
ANIBAL ALVARADO

Other Offices

TRUIST ADVISORY SERVICES, INC. · BAL HARBOUR, FL
TRUIST ADVISORY SERVICES, INC. · BAL HARBOUR, FL
TRUIST ADVISORY SERVICES, INC. · BAL HARBOR, FL
J.P. MORGAN SECURITIES LLC · SURFSIDE, FL
CITIGROUP GLOBAL MARKETS INC. · Surfside, FL
SUGAR FREE CAPITAL MANAGEMENT COMPANY, LLC · BAL HARBOUR, FL
BETTER WAY LLC · BAL HARBOUR, FL
FLAGSTICK CAPITAL PARTNERS LLC · NORTH MIAMI, FL

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