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 Equitable Advisors, LLC. Jorge has been in the financial services industry since 2011. Jorge is registered to provide investment advice in Florida and New York. Jorge is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Equitable Advisors is a leading provider of financial products and services, including life insurance, annuities, mutual funds, and investment advisory services. Equitable Advisors is committed to helping clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
12/01/2020 - Present
Equitable Advisors, LLC (MIAMI FL)
FL
02/28/2011 - 06/05/2020
HSBC SECURITIES (USA) INC. (CORAL GABLES FL)
BOTH
Issued 08/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 07/21/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/05/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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