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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge E. Menendez is a financial advisor with Archer Investment Corp.. Jorge has been in the industry for over 10 years and has experience in various financial sectors. Jorge is registered with the state of California as an Investment Advisor Representative (IAR). Prior to joining Archer Investment Corp., Jorge was affiliated with HD VEST INVESTMENT SERVICES and SECURIAN FINANCIAL SERVICES, INC.. Jorge holds several industry licenses including Series 6, Series 7, Series 63 and Series 65. Jorge is also a Certified Financial Planner. Jorge's areas of expertise include investment companies, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
01/19/2018 - Present
Archer Investment Corp. (Long Beach CA)
CA
11/21/2011 - 11/14/2017
HD VEST INVESTMENT SERVICES (Long Beach CA)
CA
01/01/2011 - 08/30/2011
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
CA
10/22/2007 - 03/22/2010
H.D. VEST INVESTMENT SERVICES (BURBANK CA)
IA
Issued 01/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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