Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Miguel Alvarez is a financial advisor registered with Truist Advisory Services, Inc. with over 25 years of experience in the industry. Jorge is licensed to offer securities and investment advice in numerous states, including California, Colorado, Florida, Georgia, Louisiana, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Puerto Rico, Tennessee, Texas, Virginia, and Washington. Jorge has also held prior registrations with BARNETT INVESTMENTS, INC. and SUNTRUST INVESTMENT SERVICES, INC. Jorge is a CERTIFIED FINANCIAL PLANNER™ professional. Jorge is currently offering financial and investment advice to individual and business clients.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
05/10/2018 - Present
Truist Advisory Services, Inc. (MIAMI FL)
FL
05/14/1997 - 12/19/1997
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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