Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Llamas is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Jorge has been in the financial services industry since 1999 and has been with Merrill Lynch since 2012. Jorge holds licenses to provide investment advice and sell securities in Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Michigan, Nevada, New Hampshire, New York, North Carolina, South Dakota, Texas, Virginia, and Washington. Jorge also has a Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law, Series 65 Uniform Investment Adviser Law, and SIE Securities Industry Essentials licenses. Jorge specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations. Jorge also provides financial planning and investment advice services to clients in Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
11/19/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
06/01/2009 - 03/21/2012
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
08/23/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/7/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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