Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Hollander is a financial advisor with Oppenheimer & Co. Inc. in The Woodlands, TX. Jorge has over 20 years of experience in the financial services industry. Jorge holds FINRA Series 7, 24, 63, and 65 licenses, as well as a Texas Investment Advisor Representative license. Prior to joining Oppenheimer, Jorge was a Financial Advisor at Wells Fargo Advisors and Merrill Lynch.
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.
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.
Earned based on transactions or products sold.
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
TX
04/23/2021 - Present
Oppenheimer & Co. Inc. (THE WOODLANDS TX)
TX
04/18/2016 - 04/26/2021
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
TX
07/05/2004 - 04/08/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
06/13/2001 - 02/28/2002
GAMMA CAPITAL SECURITIES, INC (THE WOODLANDS TX)
IA
Issued 03/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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