Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Ivan Seda-rivera is a financial advisor with over 20 years of experience in the industry. Jorge is currently registered with Principal Securities, Inc. and holds Series 6, 7, 63, and 66 licenses. Jorge also holds a Certified Financial Planner designation. Jorge's previous experience includes roles at The Huntington Investment Company, PNC Investments, BMO Harris Financial Advisors, Inc., Chase Investment Services Corp., Oriental Financial Services Corp., World Group Securities, Inc. and WMA Securities, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IL
06/17/2020 - Present
Principal Securities, Inc. (DOWNERS GROVE IL)
IL
12/15/2017 - 06/15/2020
THE HUNTINGTON INVESTMENT COMPANY (NAPERVILLE IL)
IL
07/25/2013 - 12/08/2017
PNC INVESTMENTS (CICERO IL)
IL
05/23/2011 - 07/23/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (JOLIET IL)
IL
06/20/2008 - 04/04/2011
CHASE INVESTMENT SERVICES CORP. (WARRENVILLE IL)
PR
12/06/2002 - 06/11/2008
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
GA
04/12/2002 - 12/11/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
11/20/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
GA
10/27/1999 - 11/07/2000
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 08/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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