Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge A Ramirez rios is a financial professional with over 30 years of experience in the financial services industry. Jorge is registered with PFS Investments Inc. and is licensed to provide investment advice in 10 states, including Puerto Rico, California, Florida, Illinois, Indiana, Nevada, New Jersey, New York, Pennsylvania, and Texas. Jorge's professional qualifications include Series 6, 26, and 63 licenses as well as the SIE designation. Jorge is a veteran advisor who focuses on providing portfolio management services for individuals. Jorge provides services to both high-net-worth individuals and individual clients other than high-net-worth.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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PR
05/05/1993 - Present
PFS Investments Inc. (SAN JUAN PR)
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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