Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Cruz is an Investment Advisor Representative at Teamwork Financial Advisors, LLC. Jorge has been in the industry since 2018 and holds a Series 7, Series 66, and Series 65 license. Jorge's firm primarily serves high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Jorge's previous experience includes Edward Jones.
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.
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.
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TX
02/20/2020 - Present
Teamwork Financial Advisors, LLC (SAN ANTONIO TX)
TX
11/01/2018 - 02/06/2020
EDWARD JONES (SAN ANTONIO TX)
IA
Issued 01/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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