Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Benitez is a financial advisor registered with Raymond James & Associates, Inc. in Florida and Texas. Jorge has been working in the financial industry since August 2002. Before joining Raymond James, Jorge was employed by WELLS FARGO CLEARING SERVICES, LLC, UBS FINANCIAL SERVICES INC. and CITIGROUP GLOBAL MARKETS INC.. Jorge is a Series 7, Series 31, Series 63, and Series 65 licensed advisor. He is also a Series SIE licensed advisor. He holds licenses in Florida, Texas, California, Louisiana, New York, Pennsylvania, South Dakota. Jorge provides financial planning, portfolio management for individuals and businesses, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
1
2
FL
09/16/2021 - Present
Raymond James & Associates, Inc. (Coral Gables FL)
FL
04/01/2011 - 05/21/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
01/01/2010 - 04/08/2011
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
03/16/2006 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
FL
08/28/2002 - 04/01/2006
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
IA
Issued 10/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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