Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gorge? Claim Your ProfileGorge Luis Estevez is a financial advisor with over 8 years of experience in the industry. Gorge is a registered Investment Advisor Representative (IAR) in Missouri and is affiliated with MAI Capital Management, LLC. Gorge has a broad background of experience with a variety of firms including Cambridge Investment Research, Inc. and Saxony Securities, Inc.. Gorge is also a Certified Financial Planner (CFP). Gorge's primary focus is on providing financial planning, portfolio management and due diligence/research to individuals, businesses, and institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
MO
01/08/2021 - Present
MAI Capital Management, LLC (St. Louis MO)
MO
02/05/2016 - 12/31/2016
SAXONY SECURITIES, INC. (St. Louis MO)
MO
08/30/2013 - 12/31/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (ST LOUIS MO)
IA
Issued 10/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gorge Estevez is the right advisor for you? Invested Better is here to help.
