Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Arturo Delgado diaz is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. in Kingman, KS. Jorge has been in the industry for 1 year and specializes in financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses. Jorge also works with Forge Financial, another company in Kingman. Jorge has passed the Series 7TO, SIE, and Series 66 exams and is registered to offer investment advice in Kansas and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
03/09/2023 - Present
Raymond James Financial Services Advisors, Inc. (Kingman KS)
KS
03/08/2023 - 08/19/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Kingman KS)
KS
10/28/2022 - 03/13/2023
EDWARD JONES (KINGMAN KS)
BOTH
Issued 12/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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