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Jorge Luis Urquijo

Principal Advised Services

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About Jorge Luis Urquijo

Jorge Luis Urquijo is an investment advisor representative with Principal Advised Services. Jorge has been working in the financial services industry since August 1996. Jorge is licensed to conduct business in 41 states and has earned several licenses and certifications.

Firm Information

Jorge Urquijo is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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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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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percentage of assets

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

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Jorge Urquijo’s Registration & Firm History

NJ

10/31/2022 - Present

Principal Advised Services (MONTCLAIR NJ)

NY

02/06/1997 - 08/31/2001

UST FINANCIAL SERVICES CORP. (NEW YORK NY)

NJ

05/10/1996 - 12/18/1996

COPELAND EQUITIES, INC. (SOMERSET NJ)

MA

01/30/1996 - 02/26/1996

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/16/1992 - 02/26/1996

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/11/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jorge Luis Urquijo.
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