Unclaimed
Jorge Luis Delgado is a financial advisor with Hilltop Securities Inc. and has over 5 years of experience in the industry. Jorge specializes in investment advisory services, financial planning, and educational seminars. Jorge has been registered in Texas since 2016 and is also registered in Colorado, Michigan, and Oklahoma. Previously, Jorge has worked with First Southwest Company, LLC and George K. Baum & Company.
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.
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.
12b-1 fees
1
2
TX
03/28/2016 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
02/01/2016 - 03/16/2016
GEORGE K. BAUM & COMPANY (DALLAS TX)
TX
01/22/2016 - 02/16/2016
HILLTOP SECURITIES INC. (Dallas TX)
TX
11/12/2013 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (Dallas TX)
BC
Issued 12/13/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 02/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2013
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jorge Delgado is the right advisor for you? Invested Better is here to help.