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 Perez is a financial advisor with Morgan Stanley. Jorge has been working in the securities industry since 1999. Jorge specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Jorge is registered to offer securities in 53 states and is also registered with FINRA as a Registered Representative.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/02/2023 - Present
Morgan Stanley (Jersey City NJ)
NJ
03/30/2016 - 09/05/2023
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
03/20/2006 - 12/17/2015
PNC INVESTMENTS (WEST CALDWELL NJ)
NJ
07/19/2002 - 03/04/2006
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
TX
05/19/2000 - 01/28/2002
FLEET SECURITIES, INC. (DALLAS TX)
NJ
02/29/2000 - 07/06/2000
KNIGHT SECURITIES, L.P. (JERSEY CITY NJ)
NJ
10/30/1998 - 03/17/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 06/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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