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Jorge Ignacio Diaz

CG Compass (usa) LLC

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About Jorge Ignacio Diaz

Jorge Ignacio Diaz is a financial professional with a focus on securities and investments. Jorge has been active in the financial industry since 2022. Jorge holds the Series 63, Series 7TO, Series 24 and SIE exams. Jorge currently works for CG Compass (usa) LLC, a firm headquartered in Miami, Florida. Jorge has a diverse range of experience and is registered to conduct business in California, Delaware, Florida, Illinois, Massachusetts, Missouri, New York and Texas.

Firm Information

Jorge Diaz is currently registered with CG Compass (usa) LLC. CG Compass (usa) LLC is a Limited Liability Company formed in October 2003 and is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

2

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 Diaz’s Registration & Firm History

FL

07/06/2022 - Present

CG Compass (usa) LLC (Miami FL)

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Licenses & Designations

BC

Issued 11/18/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/2023

Series 24 - General Securities Principal Examination

BC

Issued 07/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/21/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorge Ignacio Diaz.
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