Unclaimed
Jorge L. Tollinche is a financial advisor registered with the Securities and Exchange Commission (SEC) and a Registered Investment Advisor (RIA) in Puerto Rico. Jorge L. Tollinche is a Registered Representative with Kovack Advisors, Inc. and has been working in the financial services industry since February 12, 2002. Jorge L. Tollinche provides portfolio management services for individuals, businesses and investment companies. Jorge L. Tollinche is licensed to offer securities and advisory services in California, Puerto Rico and other states.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/15/2011 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
PR
03/27/2002 - 06/17/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (GUAYNABO PR)
NY
02/13/2002 - 04/11/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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