Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Andres Galeano is a registered Investment Advisor Representative with Buckingham Strategic Partners, LLC. Jorge has been in the industry since 2007. Jorge has worked with several firms including Foreside Financial Services, LLC and Loring Ward Securities Inc. Jorge has Series 7, 66, and 24 licenses. Jorge has experience in various investment areas including financial planning, pension consulting, and portfolio management. Jorge works with individual clients, corporations and businesses, high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
12/19/2023 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CA
10/29/2018 - 09/02/2020
FORESIDE FINANCIAL SERVICES, LLC (Sacramento CA)
CA
08/21/2009 - 10/29/2018
LORING WARD SECURITIES INC. (Sacramento CA)
CA
10/23/2007 - 07/22/2009
1ST GLOBAL CAPITAL CORP. (SAN JOSE CA)
BOTH
Issued 11/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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