Unclaimed
Jorge Padilla is a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years of experience in the financial services industry. Jorge is currently registered with Meira Wealth as a Registered Representative and Investment Advisor Representative. Jorge is licensed in Florida and Texas. Jorge's previous experience includes working with The Lubitz Financial Group, where he served as an Investment Advisor Representative. Jorge specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Jorge has over 200 clients and manages over $200 million in assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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FL
11/26/2014 - Present
Meira Wealth (CORAL CABLES FL)
Active
Inactive
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