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Jorge Felipe Aguilo

CG Compass (usa) LLC

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About Jorge Felipe Aguilo

Jorge Felipe Aguilo is a financial advisor with CG Compass (usa) LLC in New York, NY. Jorge holds the Series 7, Series 24, Series 63, Series 79TO, Series 99TO, and SIE licenses and has been in the industry since January 15, 2007. Jorge is registered with the following states: California, District of Columbia, Florida, Illinois, Maryland, Massachusetts, New York, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Washington.

Firm Information

Jorge Aguilo is currently registered with CG Compass (usa) LLC. CG Compass (usa) LLC is a Limited Liability Company formed in October 2003 and is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jorge Aguilo’s Registration & Firm History

NY

01/15/2007 - Present

CG Compass (usa) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/30/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorge Felipe Aguilo.
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