Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Enrique Aguerrevere sanchez is a financial professional with over 30 years of experience in the industry. Jorge is currently a Registered Representative of Bolton Securities Corp., an SEC licensed Investment Advisor. Jorge is also registered as an Investment Advisor Representative with Bolton Securities Corporation, acting as a 'Financial Advisor' under 'Bolton Global Capital'. Jorge has a broad background in the financial services industry, having held previous positions with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jorge is well-versed in various financial products and services, including securities, commodities, and investment advisory services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
11/12/2021 - Present
Bolton Securities Corp. (Weston FL)
FL
04/04/2008 - 11/03/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTON FL)
FL
11/19/1992 - 04/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 03/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1992
Series 3 - National Commodity Futures Examination
BC
Issued 11/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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