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 Gomez is a registered representative with UBS Financial Services Inc. with over 25 years of experience in the financial services industry. Jorge is licensed in 23 states. Jorge has a Series 7, Series 31, Series 63, and Series 65 licenses. Jorge also holds the Securities Industry Essentials (SIE) exam. Prior to joining UBS Financial Services Inc., Jorge worked at UBS INTERNATIONAL INC. Jorge is active on the investment committee for the Orange Bowl and serves on the school advisory board of Belen Jesuit Prep School. Jorge is a member of the University of Miami Citizens Board.
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.
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.
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.
See schedule d - miscellaneous
1
2
FL
12/16/2011 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
FL
06/03/2002 - 01/01/2010
UBS INTERNATIONAL INC. (CORAL GABLES FL)
NJ
11/12/1996 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 06/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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