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Jean Richard Borgella

I-Bankers Securities, Inc.

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About Jean Richard Borgella

Jean Richard Borgella is a financial professional with over 20 years of experience in the industry. Jean is currently registered with I-Bankers Securities, Inc. and has previously worked with I-Bankers Direct, LLC, Garden State Securities, Inc., CBG Financial Group, Inc., Gunnallen Financial, Inc, National Securities Corporation, Empire Financial Group, Inc., The Concord Equity Group, LLC, Gunnallen Financial, Inc, Great Eastern Securities, Inc., S.W. Bach & Company, and Harrison Securities, Inc. Jean is licensed in 21 states and holds Series 7, Series 63, and SIE licenses.

Firm Information

Jean Borgella is currently registered with I-Bankers Securities, Inc.. I-Bankers Securities, Inc. is a Corporation that was formed on June 6, 1996. It is approved to operate in all 50 states and the District of Columbia and has a registered office in Alabama.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jean Borgella’s Registration & Firm History

FL

01/22/2024 - Present

I-Bankers Securities, Inc. (Boca Raton FL)

FL

01/13/2020 - 06/11/2024

I-BANKERS DIRECT, LLC (Boca Raton FL)

FL

07/22/2010 - 01/15/2020

GARDEN STATE SECURITIES, INC. (WELLINGTON FL)

FL

09/18/2009 - 07/22/2010

CBG FINANCIAL GROUP, INC. (BOCA RATON FL)

FL

01/23/2009 - 10/02/2009

GUNNALLEN FINANCIAL, INC (BOCA RATON FL)

FL

07/11/2008 - 01/30/2009

NATIONAL SECURITIES CORPORATION (PALM BEACH GARDENS FL)

FL

02/24/2006 - 05/19/2008

EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)

NY

01/09/2006 - 02/21/2006

THE CONCORD EQUITY GROUP, LLC (GARDEN CITY NY)

FL

05/10/2005 - 12/31/2005

GUNNALLEN FINANCIAL, INC (TAMPA FL)

NY

06/30/2004 - 05/17/2005

GREAT EASTERN SECURITIES, INC. (NEW YORK NY)

NY

01/02/2004 - 06/28/2004

S.W. BACH & COMPANY (PORT WASHINGTON NY)

NY

11/13/2003 - 01/29/2004

HARRISON SECURITIES, INC. (PORT WASHINGTON NY)

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Licenses & Designations

BC

Issued 11/26/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jean Richard Borgella.
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