Jose
Pires

Cetera Advisors LLC

CRD#2664329
Investment Advisor
in Geneva, FL

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About this Advisor

Jose Pires is a financial advisor based in Geneva, Florida who has 10 years of relevant experience. Pires is an employee of Cetera Advisors LLC. Over the course of their career, Pires has held roles at National Accounting & Management Service, Cfl Real Estate Solutions, Inc, Allied Beacon Partners, Allied Beacon Wealth Management and Cetera Advisors. Pires holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Cetera Advisors LLC is a financial advisory firm based in Englewood, CO. The investment advisory business has offices in 692 locations and a total of 1,047 financial advisors. It has $21 billion in assets under management between its 90,646 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 294 charitable organizations. Of its 90,646 client accounts, 26% are associated with high-net-worth clients who have at least $1 million in assets. Cetera Advisors LLC offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services are provided. However, fees billed by Cetera Advisors LLC can include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Geneva, FL

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$21,227,977,082

FL Average: $2,349,664,866
Total Number of Employees

1,047

FL Average: 28
Total Number of Accounts

90,646

FL Average: 1,101
Average Account Size

$234,185

FL Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jose Pires Work History

Jose has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Cetera Advisors

1989 - Present (35 years)

National Accounting & Management Service

2011 - 2013 (2 years)

Allied Beacon Partners

2011 - 2013 (2 years)

Allied Beacon Wealth Management

2002 - 2020 (18 years)

Cfl Real Estate Solutions, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jose Pires to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Advisors LLC

Michael Rousseau
Westborough, MA
John Grady
San Luis Obispo, CA
Elyse Jurman
Boca Raton, FL
William Lucas
Missoula, MT
Iain Reilly
San Diego, CA
Denise Ford
Saint Louis, MO
John Peyton
Lake Oswego, OR
Randy Roesler
Franklin, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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