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 Trevino is a financial advisor with over 16 years of experience in the industry. Jorge is currently registered with Gradient Securities, LLC in Arden Hills, Minnesota. Jorge's previous roles have included positions at Quest Capital Strategies, Inc., Allstate Financial Services, LLC, VALIC Financial Advisors, Inc., and Chase Investment Services Corp. He has passed several exams, including the Series 6, Series 7, Series 63 and Series 66. Jorge offers a variety of financial services including financial planning, portfolio management for individuals, and selection of other advisers.
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.
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.
Solicitor fees
1
2
MN
06/06/2019 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
CA
09/19/2013 - 04/23/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
TX
10/11/2011 - 10/18/2011
ALLSTATE FINANCIAL SERVICES, LLC (EL PASO TX)
TX
04/08/2009 - 07/08/2010
VALIC FINANCIAL ADVISORS, INC. (EL PASO TX)
TX
12/14/2007 - 02/04/2008
CHASE INVESTMENT SERVICES CORP. (EL PASO TX)
TX
05/10/2007 - 10/29/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (EL PASO TX)
OH
01/01/2006 - 04/24/2006
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
CA
06/11/2004 - 08/24/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IL
07/22/2003 - 10/31/2003
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
09/04/2002 - 04/10/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/04/2002 - 04/10/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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