Unclaimed
Jorge Villacorta is a registered representative with Stonex Advisors Inc. Jorge has been in the financial services industry since 2023 and has a background in various fields including hospitality and business ownership. Stonex Advisors Inc. is a registered investment advisor headquartered in Birmingham, Alabama. The firm provides financial consulting services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Financial consulting services
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.
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2
AL
01/31/2025 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
BC
Issued 03/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/13/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/08/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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