Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Guzman is a financial advisor with Axos Invest, Inc. Jorge is registered in 53 states, has his Series 7TO, Series 66 and SIE licenses, and has been in the industry since January 18, 2023. Jorge specializes in portfolio management for individuals.
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.
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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CA
06/12/2023 - Present
Axos Invest, Inc. (San Diego CA)
BOTH
Issued 06/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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