Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Luis Garcia-rico is a financial advisor with Fidelity Personal And Workplace Advisors. Jorge Luis Garcia-rico has been in the financial industry for over 5 years. Jorge Luis Garcia-rico is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR). Jorge Luis Garcia-rico is also registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative (RR). Jorge Luis Garcia-rico is licensed in 53 states. Jorge Luis Garcia-rico offers a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
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.
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2
TX
01/09/2024 - Present
Fidelity Personal AND Workplace Advisors (CONVERSE TX)
TX
07/08/2022 - 09/03/2022
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
BOTH
Issued 12/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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