Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Alejandro Fuentes is a financial advisor with over 20 years of experience in the industry. Jorge has a Series 6 and Series 63 license and holds the SIE exam. Currently, Jorge is registered with The Leaders Group, Inc. in Littleton, CO. Previously, Jorge worked for several firms including Wells Fargo Clearing Services, LLC, Wells Fargo Insurance Services Investment Advisors, Inc., Wachovia Securities, LLC, First Union Brokerage Services, Inc. and NYLIFE Securities Inc.
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.
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.
1
2
CO
10/04/2019 - Present
THE Leaders Group, Inc. (LITTLETON CO)
VA
01/03/2011 - 10/15/2019
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
VA
04/17/2006 - 12/31/2010
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (MCLEAN VA)
MO
10/01/2000 - 04/03/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
09/26/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
06/16/1999 - 09/05/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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