Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Gomez del campo is a financial advisor with over 24 years of experience in the industry. Jorge is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously worked at UBS International Inc. and UBS Financial Services Inc. Jorge has a wide range of experience working with individual clients, high-net-worth individuals, corporations, and institutions. Jorge is a Series 3, 7, 10, 24, 63, and 66 licensed professional. Jorge is dedicated to providing clients with personalized financial advice and investment strategies. Jorge holds a number of designations and is an active member of the community.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
06/15/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TUCSON AZ)
AZ
05/01/2008 - 06/12/2009
UBS INTERNATIONAL INC. (TUCSON AZ)
AZ
01/20/2006 - 05/09/2008
UBS FINANCIAL SERVICES INC. (TUSCON AZ)
MO
11/30/2001 - 01/23/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
11/05/1998 - 10/16/2001
BANCOMER SECURITIES INTERNATIONAL INC. (HOUSTON TX)
TX
06/26/1995 - 02/13/1996
BANCOMER SECURITIES INTERNATIONAL INC. (HOUSTON TX)
BOTH
Issued 12/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/8/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/26/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/10/2003
Series 3 - National Commodity Futures Examination
BC
Issued 6/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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