Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Alberto Meza is an investment advisor representative at HBW Advisory Services LLC. Jorge has been in the financial industry since 2000 and holds Series 6, 63, 65, and 26 licenses. Jorge provides financial planning and investment management services to individuals and small businesses. Jorge also has a background in insurance and real estate. In addition to his work with HBW Advisory Services LLC, Jorge is also the owner of Meza Wealth Management. Jorge is a member of the Santa Clarita Business Group.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
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CA
07/23/2018 - Present
HBW Advisory Services LLC (SIMI VALLEY CA)
CA
03/09/2006 - 07/24/2017
HBW SECURITIES LLC (STEVENSON RANCH CA)
AZ
10/31/2003 - 04/06/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
OH
01/01/2002 - 10/31/2003
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IL
07/11/2001 - 01/01/2002
IAC SECURITIES, INC. (TINLEY PARK IL)
GA
12/07/1999 - 07/13/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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