Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge MacIas is a financial advisor with LPL Financial LLC. Jorge has been in the industry since June 25, 2011. Jorge is a Registered Representative and Investment Advisor Representative in Texas. Jorge has worked at a number of firms in the past, including CUNA Brokerage Services, Inc., BBVA Securities Inc., Allstate Financial Services, LLC, Princor Financial Services Corporation, and Securian Financial Services, Inc.. Jorge has passed Series 6, 7, 63, 66, and SIE exams. Jorge is able to provide a number of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
05/18/2022 - Present
LPL Financial LLC (EL PASO TX)
TX
06/15/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (EL PASO TX)
TX
06/17/2013 - 06/03/2016
BBVA SECURITIES INC. (EL PASO TX)
TX
02/18/2013 - 04/30/2013
ALLSTATE FINANCIAL SERVICES, LLC (EL PASO TX)
TX
01/25/2012 - 05/18/2012
PRINCOR FINANCIAL SERVICES CORPORATION (EL PASO TX)
TX
07/27/2010 - 01/25/2012
SECURIAN FINANCIAL SERVICES, INC. (EL PASO TX)
BOTH
Issued 11/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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