Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Felipe Sanchez is a financial advisor with over 20 years of experience in the industry. Jorge currently works with j.v.b. Financial Group, LLC and is registered in Florida, Georgia, Massachusetts and New York. Jorge has experience with several firms including Insperex LLC, Cantella & Co., Inc., Betzold Research and Trading, Inc. and Brook Investments, Inc. Jorge has passed several exams including the Series 7TO, SIE, Series 7, Series 66, and Series 27.
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.
1
2
FL
06/03/2024 - Present
J.v.b. Financial Group, LLC (BOCA RATON FL)
FL
01/12/2023 - 06/27/2024
INSPEREX LLC (DELRAY BEACH FL)
FL
08/25/2020 - 12/01/2022
CANTELLA & CO., INC. (Winter Park FL)
IL
04/07/2000 - 08/27/2002
BETZOLD RESEARCH AND TRADING, INC. (CHICAGO IL)
NA
08/21/1986 - 01/03/1987
BROOK INVESTMENTS, INC.
BC
Issued 09/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/25/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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