Jose Borro
Prudential Advisors / LPL Enterprise
800 NW 62nd Ave
Ste 120
Miami, FL 33126
5612065366
About Prudential Advisors / LPL Enterprise
This Is Your Moment
Ever wished your dream life could be your everyday life? That you could see the world, spend more time with the people you love, or actually look forward to Monday mornings? At LPL, we believe you can.
We fuel your dream with:
Personalized investment advice
Financial planning,
Sophisticated wealth management,
Banking and lending solutions,
Insurance and tax planning.
See Disclosures
General Information
Firm Start Year
CRD#
6010700
Firm CRD#
8733
Insurance License#
W090071
States Licensed in
FL, NC
Years of Experience in Financial Services
16
Number of Years with Current Firm
3
Work Experience
Jose has worked in the financial services industry since 2010, building experience across retirement planning, wealth management, investment advisory services, and financial planning. Throughout his career, he has served clients through several nationally recognized financial institutions, including VALIC Financial Advisors, Merrill Lynch Wealth Management, RBC Capital Markets, Prudential Financial, and LPL Financial.
Over the years, Jose has worked with individuals, families, and business owners to address a wide range of financial planning needs, including retirement planning, investment management, risk management, and wealth accumulation strategies. His experience spans both advisory and planning focused roles, providing exposure to a broad range of financial situations and client objectives.
Today, Jose brings this experience to AirMar Wealth Management, where he continues to help clients evaluate financial decisions and develop strategies aligned with their goals, priorities, and personal circumstances.
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CPFA
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Long Term Care, Variable Life, Disability, Annuity, Life, Health, Variable Annuity, HMO
Firm Information
Total Assets Under Management by Advisor
<$30mil
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000.00
Compensation Methods
Commissions, Flat Fee, Based on Assets, Hourly
Minimum Fee Charged for Managed Accounts
$500
Minimum Fee Charged for Hourly Planning Accounts
$500
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
Disclaimer
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA & SIPC, and an affiliate of LPL Financial.
Prudential Advisors' is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPLE and LPL Financial are not affiliated with Prudential or the AirMar Wealth Management.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.