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Jorge Fortune

Nylife Securities LLC

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About Jorge Fortune

Jorge Fortune is a financial professional registered with Nylife Securities LLC, based in San Dimas, California. Jorge holds Series 6TO, SIE and Series 63 licenses. Jorge is registered in California and Texas. Jorge started his career in the financial services industry on 10/13/2023.

Firm Information

Jorge Fortune is currently registered with Nylife Securities LLC. Nylife Securities LLC is a Limited Liability Company formed in 2007, registered in 51 states and the SEC. The firm has been involved in 13 regulatory events and 7 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

4,464

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 Fortune’s Registration & Firm History

CA

10/13/2023 - Present

Nylife Securities LLC (San Dimas CA)

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Licenses & Designations

BC

Issued 03/29/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jorge Fortune. Review regulatory record here.
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