Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Escobedo is a financial advisor with Cetera Investment Advisers LLC. Jorge has been in the industry since 2003, and has experience working for LPL FINANCIAL LLC, Cetera Investment Services LLC, BBVA SECURITIES INC., BBVA COMPASS INVESTMENT SOLUTIONS, INC, BANORTE SECURITIES INTERNATIONAL, LTD., and CHASE INVESTMENT SERVICES CORP. Jorge has a broad range of experience and holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Jorge also holds the SIE license. He is registered with the state of Texas. Jorge offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Jorge is committed to providing his clients with personalized service and helping them reach their financial goals.
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
TX
07/01/2019 - Present
Cetera Investment Advisers LLC (MCALLEN TX)
TX
12/17/2015 - 07/25/2019
LPL FINANCIAL LLC (MCALLEN TX)
TX
08/26/2015 - 12/18/2015
CETERA INVESTMENT SERVICES LLC (AUSTIN TX)
TX
05/16/2013 - 08/24/2015
BBVA SECURITIES INC. (MCALLEN TX)
TX
10/03/2008 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (MCALLEN TX)
TX
05/08/2007 - 09/25/2008
BANORTE SECURITIES INTERNATIONAL, LTD. (MCALLEN TX)
TX
12/17/2003 - 04/25/2007
CHASE INVESTMENT SERVICES CORP. (MCALLEN TX)
GA
07/08/2003 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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