Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Heimlich is a financial advisor with Lion Street Financial, LLC, a firm based in Brooklyn, NY. Jorge has over 20 years of experience in the financial services industry. Jorge holds Series 6, 63, and SIE licenses. Jorge is registered with the state of Florida, New Jersey, and New York.
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
03/22/2024 - Present
Lion Street Financial, LLC (Brooklyn NY)
NY
05/31/2001 - 07/09/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
01/29/1996 - 05/15/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/29/1996 - 05/15/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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