Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Da silva is an investment advisor representative at Ameriprise Financial Services, LLC with over 6 years of experience in the financial industry. Jorge has been with Ameriprise Financial Services, LLC since September 2020. Before joining Ameriprise, Jorge was a registered representative at Royal Alliance Associates, Inc. and Signator Investors, Inc. Jorge also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Jorge holds Series 66, Series 7 and SIE licenses. Jorge has a strong background in financial planning and portfolio management, and is committed to providing personalized service to help clients 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.
Asset allocation 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.
1
2
NJ
09/04/2020 - Present
Ameriprise Financial Services, LLC (FLORHAM PARK NJ)
NJ
11/02/2018 - 09/02/2020
ROYAL ALLIANCE ASSOCIATES, INC. (LIVINGSTON NJ)
NJ
05/25/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (LIVINGSTON NJ)
NJ
12/11/2014 - 05/29/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEDMINSTER NJ)
NJ
03/10/2014 - 12/02/2014
MORGAN STANLEY (MORRISTOWN NJ)
BOTH
Issued 06/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jorge Da silva is the right advisor for you? Invested Better is here to help.
