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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Zambrano is a financial advisor with Osaic Wealth, Inc. based in CAMARILLO, CA. Jorge has been in the financial services industry since 2000. Jorge holds several licenses and certifications, including Series 6, 7, 22, 63, and 65. Jorge provides a wide range of services to individual and institutional clients, including financial planning, portfolio management, and pension consulting. Jorge is also a member of the Board of Directors for FOCUS ON THE MASTERS POSITION, a non-profit organization. Jorge is committed to providing his clients with the highest quality financial advice and services.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/19/2006 - Present
Osaic Wealth, Inc. (CAMARILLO CA)
IA
Issued 02/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2001
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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