Unclaimed
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.
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.
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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2
NY
01/15/2007 - Present
CG Compass (usa) LLC (NEW YORK NY)
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
Active
Inactive
F
FINRA
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