Unclaimed
Jorge Israel Blanco is a financial advisor based in Tampa, Florida. Jorge has been in the financial services industry since May 2002. Jorge is registered with LPL Financial LLC and IHT Wealth Management LLC. Jorge is also registered as an investment advisor in Florida. Jorge holds the Series 7, Series 66 and SIE licenses. Jorge is also a Certified Financial Planner. Jorge's experience and credentials indicate that he is well-qualified to provide financial advice to individuals and families.
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.
Consulting and other non-discretionary advisory services
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
FL
05/18/2021 - Present
LPL Financial LLC (TAMPA FL)
FL
05/29/2002 - 12/20/2010
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
MN
05/29/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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