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 Naranjo is an investment advisor representative with Charles Schwab & Co., Inc., based in West Des Moines, IA. Jorge Andres Naranjo has been in the financial services industry since May 2015. Previously, Jorge Andres Naranjo was registered with TD AMERITRADE, INC. and PRINCIPAL SECURITIES, INC. Jorge Andres Naranjo holds the Series 6, 7, 63 and 66 securities licenses. Jorge Andres Naranjo is also registered as an Investment Advisor Representative with the state of Iowa. Jorge Andres Naranjo has experience in providing financial planning and investment advice to individual clients. Jorge Andres Naranjo also has experience in working with clients of high net worth. In addition to working as an investment advisor representative, Jorge Andres Naranjo also serves as a partner in a restaurant.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IA
06/16/2022 - Present
Charles Schwab & CO., Inc. (West Des Moines IA)
IA
03/28/2022 - 12/31/2023
TD AMERITRADE, INC. (West Des Moines IA)
IA
05/22/2015 - 03/23/2022
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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