Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Benavente is a registered representative and investment advisor representative with Principal Securities, Inc. Jorge has been in the financial industry since April 20, 2008. Jorge is licensed to offer securities and investment advisory services in Wisconsin. Jorge previously worked at MML Investors Services, LLC and PFS Investments Inc. Jorge specializes in providing financial planning, pension consulting and educational seminars.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
WI
04/26/2024 - Present
Principal Securities, Inc. (WAUWATOSA WI)
WI
01/03/2018 - 04/23/2024
MML INVESTORS SERVICES, LLC (Wauwatosa WI)
WI
03/18/2016 - 01/05/2018
PFS INVESTMENTS INC. (GERMANTOWN WI)
WI
01/27/2016 - 03/03/2016
PFS INVESTMENTS INC. (GERMANTOWN WI)
WI
03/19/2015 - 12/31/2015
PFS INVESTMENTS INC. (GERMANTOWN WI)
WI
01/05/2007 - 01/11/2014
PFS INVESTMENTS INC. (PEWAUKEE WI)
IA
Issued 12/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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