Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Cristoffanini is an investment advisor representative with HSBC Securities (USA) Inc., and has been in the industry since 2007. Jorge is a registered representative in New Jersey. Jorge's specializations include providing asset allocation recommendations and selecting other advisors, as well as portfolio management for businesses and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
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2
FL
03/13/2020 - Present
Hsbc Securities (usa) Inc. (MIAMI FL)
NY
07/06/2016 - 02/12/2020
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
12/06/2011 - 07/06/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
FL
08/06/2009 - 09/16/2011
ITAU EUROPA SECURITIES INC. (MIAMI FL)
FL
05/29/2007 - 05/15/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
10/05/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
BOTH
Issued 12/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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