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 Kuri is a financial advisor at Janney Montgomery Scott LLC. Jorge has been in the financial services industry since 2017. Jorge is a registered representative in 23 states and a registered investment advisor in Pennsylvania. Jorge has a Series 7, Series 63, Series 65, and Series 24 licenses. Jorge also holds the Chartered Financial Analyst designation. Jorge's previous experience includes roles at SEI Investments Distribution Co. and AXA Advisors, LLC.
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.
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.
Fee plus commission
1
2
PA
08/02/2023 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
12/06/2022 - 07/26/2023
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
06/25/2019 - 11/15/2022
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
10/19/2017 - 06/25/2019
AXA ADVISORS, LLC (BALA CYNWYD PA)
IA
Issued 11/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 09/12/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jorge Kuri is the right advisor for you? Invested Better is here to help.
