Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge G. Silva is a financial advisor at Snowden Capital Advisors LLC. Jorge has been in the securities industry for over 20 years and is a Certified Financial Planner. Jorge has experience working with high-net-worth individuals, families, corporations, and charitable organizations. Jorge has held previous roles at WELLS FARGO CLEARING SERVICES, LLC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CITIGROUP GLOBAL MARKETS INC., SECURITIES AMERICA, INC., and PACIFIC MUTUAL DISTRIBUTORS, INC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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NY
06/01/2021 - Present
Snowden Capital Advisors LLC (New York NY)
NY
09/18/2018 - 06/01/2021
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
10/01/2012 - 09/17/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
09/24/2007 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/09/2006 - 06/14/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NE
09/03/1998 - 02/03/2000
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
06/07/1994 - 04/02/1998
PACIFIC MUTUAL DISTRIBUTORS, INC. (NEWPORT BEACH CA)
IA
Issued 03/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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