Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Martens is a financial professional with over 20 years of experience in the industry. Jorge is currently registered with Emerson Equity LLC and is also registered in 9 states. Jorge has been a registered representative since March 2001 and has held various positions at several financial institutions. Jorge specializes in providing financial advice to individuals, insurance companies, and high-net-worth clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
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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CA
05/16/2022 - Present
Emerson Equity LLC (SAN MATEO CA)
IL
03/13/2018 - 04/13/2022
INLAND SECURITIES CORPORATION (OAK BROOK IL)
CA
01/09/2012 - 10/17/2017
GRIFFIN CAPITAL SECURITIES, LLC (IRVINE CA)
CA
02/01/2011 - 01/06/2012
GRUBB & ELLIS CAPITAL CORPORATION (SANTA ANA CA)
CA
11/04/2010 - 08/09/2011
GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)
NJ
09/21/2009 - 10/21/2010
LIGHTSTONE SECURITIES, LLC (MAHWAH NJ)
CA
01/27/2009 - 04/14/2009
ARI FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
ID
01/03/2007 - 09/26/2008
DBSI SECURITIES CORPORATION (BOISE ID)
CA
07/20/2004 - 01/03/2007
PACIFIC CORNERSTONE CAPITAL INCORPORATED (IRVINE CA)
GA
03/21/2001 - 11/10/2004
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
BC
Issued 06/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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