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 Valenzuela is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jorge has been in the industry for 7 years. Jorge is registered with the state of California as an Investment Advisor Representative and registered with the state of Texas as an Investment Advisor Representative. Jorge is also registered with FINRA and has several licenses, including Series 7, Series 6, Series 63, and Series 66. In addition, Jorge has a YouTube channel where Jorge creates film/video/cinema related content.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AZ
07/20/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
AZ
12/28/2015 - 03/03/2017
BBVA SECURITIES INC. (MESA AZ)
AZ
04/08/2015 - 10/13/2015
COUNTRY CAPITAL MANAGEMENT COMPANY (MESA AZ)
AZ
12/18/2013 - 03/26/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
IL
09/03/2013 - 10/22/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
AZ
10/01/2012 - 07/31/2013
J.P. MORGAN SECURITIES LLC (CHANDLER AZ)
AZ
08/17/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MESA AZ)
BOTH
Issued 07/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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