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Jorge Luis Perez ruiz

Guerra Advisory Services

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About Jorge Luis Perez ruiz

Jorge Luis Perez ruiz is an Investment Advisor Representative with Guerra Advisory Services. Jorge Luis Perez ruiz has been a part of the financial services industry since January 2018. Jorge Luis Perez ruiz is registered with the state of Florida. Jorge Luis Perez ruiz previously worked at CITIGROUP GLOBAL MARKETS INC. in Miami, FL. Jorge Luis Perez ruiz has passed the SIE, Series 7TO, and Series 66 exams. Jorge Luis Perez ruiz provides financial planning services and portfolio management for businesses and individuals. Jorge Luis Perez ruiz also offers educational seminars and selection of other advisors.

Firm Information

Jorge Perez ruiz is currently registered with Guerra Advisory Services. Guerra Advisory Services is an investment advisor based in Miami, FL. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Guerra Advisory Services has $139,012,254 in regulatory assets under management, with 3,265 total accounts.
Guerra Advisory Services

6401 SW 87 AVENUE

MIAMI, FL 33173

$139.01M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jorge Perez ruiz’s Registration & Firm History

FL

05/04/2024 - Present

Guerra Advisory Services (MIAMI FL)

FL

10/29/2019 - 04/10/2024

CITIGROUP GLOBAL MARKETS INC. (Miami FL)

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Licenses & Designations

BOTH

Issued 12/19/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jorge Luis Perez ruiz.
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