Jose A. Vidal Email & Phone Number

Senior Vice President - Wealth Management and Investments @ Insigneo

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Jose A. Vidal Location

Miami, FL, US

Jose A. Vidal Work

Senior Vice President - Wealth Management and Investments @ (October 2020 - Present)
Associate Vice President - Investments @ (February 2009 - October 2020)
Financial Advisor @ (January 1997 - February 2009)

Jose A. Vidal Education

Florida State University - Herbert Wertheim College of Business
Certificate in Financial Planning
2005-2007
Merrill Lynch University
Financial Advisor & Certified Financial Manager - PDP/School of Advanced Financial Management (Wealth Managment Program)
1998-1999
Florida International University
Bachelor of Business Administration (BBA) (Finance and International Business)
1992-1995
Miami Dade College
Associate of Arts (AA) (Business Administration and Management, General)
1989-1991

Jose A. Vidal Skills

Alternative Investments
Asset Allocation
Customer Service
Finance
Financial Advisory
Financial Analysis
Financial Services
Fixed Income
Insurance
Investment Advisory Services
Investment Management
Investment Planning
Investment Strategies
Investments
Multi-generational Planning
Mutual Funds
Relationship Management
Retirement
Retirement Income Strategies
Retirement Planning
Risk Management
Securities
Trading
Wealth Management
Wealth Management Services
Wealth Preservation Planning

Jose A. Vidal Summary

Jose A. Vidal, based in Miami, FL, US, is currently a Senior Vice President - Wealth Management and Investments at Insigneo. Jose A. Vidal brings experience from previous roles at Wells Fargo Advisors and Merrill Lynch. Jose A. Vidal holds a 2005 - 2007 Certificate in Financial Planning @ Florida State University - Herbert Wertheim College of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Customer Service, Finance, Financial Advisory and more. Jose A. Vidal has 1 emails and 1 mobile phone numbers on RocketReach.

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