Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Gonzalez is a financial advisor with over 10 years of experience in the industry. Jorge is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked at Morgan Stanley, Wells Fargo Clearing Services, LLC, and Santander Securities LLC. Jorge is licensed to provide investment advice in Pennsylvania, Texas and other states. Jorge's expertise includes portfolio management for businesses and individuals, as well as pension consulting and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
10/22/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LANCASTER PA)
PA
10/18/2022 - 10/09/2023
MORGAN STANLEY (Lancaster PA)
PA
09/08/2021 - 09/30/2022
WELLS FARGO CLEARING SERVICES, LLC (WYOMISSING PA)
PA
02/18/2020 - 06/25/2021
SANTANDER SECURITIES LLC (LAURELDALE PA)
BOTH
Issued 12/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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