Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Leonel Balladares is a financial advisor with Truist Advisory Services, Inc. He has been in the financial services industry since 2000. Jorge is licensed in the state of Florida and holds a Series 7 and Series 66 license. Jorge specializes in financial planning, portfolio management for individuals and businesses, and publication of periodicals. Jorge has previously worked for Santander Securities LLC, UBS Financial Services Inc., HSBC Securities (USA) Inc., SunTrust Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
07/10/2023 - Present
Truist Advisory Services, Inc. (DORAL FL)
FL
03/30/2016 - 10/12/2022
SANTANDER SECURITIES LLC (Miami FL)
FL
12/16/2011 - 04/14/2014
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
12/16/2005 - 12/22/2011
HSBC SECURITIES (USA) INC. (CORAL GABLES FL)
GA
06/12/2001 - 11/29/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
02/23/2000 - 06/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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