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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Luis Rey-prada is a financial advisor at Morgan Stanley. Jorge has been in the financial services industry since 2014. Jorge holds the Series 66, Series 7 and SIE licenses. Jorge has been registered with Morgan Stanley since April 2019. Prior to that, Jorge was registered with LPL FINANCIAL LLC from March 2016 to April 2019 and Ameriprise Financial Services, Inc. from July 2014 to November 2015. Jorge is registered to provide investment advice in 40 states and provides investment advice to high-net-worth individuals, insurance companies, corporations, pension plans, and investment companies.
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
CA
02/25/2020 - Present
Morgan Stanley (Napa CA)
CA
03/16/2016 - 04/10/2019
LPL FINANCIAL LLC (WALNUT CREEK CA)
CA
07/16/2014 - 11/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (SAN FRANCISCO CA)
BOTH
Issued 10/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2014
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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