Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Gonzalez is a financial advisor with over 30 years of experience in the financial services industry. Jorge currently works with AE Wealth Management, LLC where Jorge is a registered representative and investment advisor. Jorge specializes in financial planning, investment management, and insurance sales and services. Jorge has been a Certified Financial Planner since [year]. Prior to joining AE Wealth Management, Jorge worked with Veritrust Financial, LLC, Aragon Financial Services, Inc., and other financial firms. Jorge holds Series 6 and 7 registrations with FINRA. Jorge has a proven track record of success in helping individuals and families achieve their financial goals. Jorge is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future.
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
FL
06/05/2019 - Present
AE Wealth Management, LLC (Pembroke Pines FL)
FL
04/22/2002 - 07/15/2011
VERITRUST FINANCIAL, LLC (PEMBROKE PINES FL)
CA
06/12/1992 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
FL
10/31/1989 - 12/04/1990
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
IA
09/07/1988 - 10/11/1989
MIDAMERICA MANAGEMENT CORPORATION (CEDAR RAPIDS IA)
NA
06/07/1988 - 09/19/1988
TELE-QUOTE SECURITIES CORPORATION
BC
Issued 05/31/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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