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 Vazquez is a financial advisor at Equitable Advisors, LLC. Jorge has been in the financial services industry since 2014. Jorge is registered to offer investment advice in Florida, Georgia, Illinois, Maryland, New York, Pennsylvania, Puerto Rico, and South Carolina. Jorge has passed the Series 7, Series 66, and SIE exams. Jorge has experience working with clients from a variety of backgrounds, including high-net-worth individuals, corporations, and charitable organizations. Jorge is committed to providing his clients with personalized financial advice and helping them 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.
1
2
FL
02/22/2024 - Present
Equitable Advisors, LLC (OCALA FL)
FL
06/03/2019 - 01/29/2024
CETERA INVESTMENT SERVICES LLC (ORLANDO FL)
NY
01/10/2017 - 06/14/2019
M&T SECURITIES, INC. (CORTLAND NY)
NY
01/21/2014 - 12/22/2016
AXA ADVISORS, LLC (SYRACUSE NY)
BOTH
Issued 02/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jorge Vazquez is the right advisor for you? Invested Better is here to help.
