Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Montealegre is an investment professional with over 30 years of experience in the financial industry. Jorge is currently registered with Oppenheimer & Co. Inc., where he provides financial advice and investment management services to individuals, families, and corporations. Before joining Oppenheimer & Co. Inc., Jorge held positions at UBS International Inc. and UBS PaineWebber Inc. Jorge holds a number of industry certifications and licenses including the Series 3, 7, 63, and 65. Jorge is a member of the Nicaraguan American Golf Association.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
01/11/2008 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
06/03/2002 - 08/21/2007
UBS INTERNATIONAL INC. (CORAL GABLES FL)
NJ
12/03/1999 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/18/1991 - 12/14/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/24/1988 - 02/14/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1989
Series 3 - National Commodity Futures Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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