Unclaimed Profile
Jose Behar
Coastal Wealth·FORT LAUDERDALE, Florida
CRD# 4129296Firm CRD# 10409
01
Career History
Nov 2012 – present
Oct 2012 – present
02
Registrations & Exams
FINRA examinations passed
SIESeries 7Series 24Series 66
Registration record
First registered · March 22, 2005
Years registered · 21
Professional designation · ChFC
03
Disclosure History
2008Customer Dispute·Denied
1 disclosure event on file · Verify on FINRA BrokerCheck →
Source: SEC IAPD. Resolutions may have changed since.
04
Firm Overview
Coastal Wealth
Affiliated with MassMutual
Services offered by MML INVESTORS SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction
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05
Frequently Asked Questions
What services does Jose Behar offer?
Jose Behar specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Jose Behar's credentials?
Jose Behar holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jose Behar located?
Jose Behar is based in FORT LAUDERDALE, Florida, working with Coastal Wealth. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Jose Behar charge for services?
Jose Behar's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitors fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is Coastal Wealth?
Coastal Wealth has approximately 7130 employees and manages $72.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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