Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Menendez is a financial advisor currently registered with Citigroup Global Markets Inc. Jorge has been in the financial industry since 2007 and holds Series 7, Series 63, Series 65 and SIE licenses. Prior to joining Citigroup, Jorge was employed by BB&T Investment Services, Inc., Morgan Keegan & Company, Inc., AMTRUST INVESTMENT SERVICES, INC. and QUEST CAPITAL STRATEGIES, INC. Jorge works with a variety of clients including high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Jorge is dedicated to providing his clients with personalized financial advice and investment strategies.
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.
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 advice
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
11/22/2013 - Present
Citigroup Global Markets Inc. (MIAMI FL)
FL
04/16/2012 - 11/12/2013
BB&T INVESTMENT SERVICES, INC. (MIAMI FL)
FL
04/19/2010 - 04/24/2012
MORGAN KEEGAN & COMPANY, INC. (CORAL GABLES FL)
FL
12/17/2007 - 03/15/2010
AMTRUST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
CA
09/18/2007 - 11/19/2007
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 05/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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