Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Eduardo Cantu is a financial advisor with over 15 years of experience in the industry. He is currently registered with LPL Financial LLC and is a Registered Representative and Investment Advisor Representative in California and Texas. Previously, Jorge worked with several firms including SWBC Investment Services, LLC, Victory Capital Services, Inc., USAA Financial Advisors, Inc., USAA Investment Management Company, Chase Investment Services Corp. and Ameriprise Financial Services, Inc. Jorge has a wide range of experience in financial planning, portfolio management, and investment consulting, working with a variety of clients, including individuals, businesses, and institutions. Jorge holds Series 7, 24, 52, 53, 66, 99TO and SIE licenses, and has a strong commitment to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
05/01/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
TX
09/21/2021 - 05/07/2024
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
01/23/2020 - 06/18/2021
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
07/13/2010 - 07/08/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/16/2014 - 11/08/2016
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
12/16/2008 - 06/17/2010
CHASE INVESTMENT SERVICES CORP. (LAREDO TX)
TX
08/01/2007 - 10/08/2007
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 09/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/01/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/01/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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