Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Palacios is a financial advisor with over 10 years of experience in the industry. Jorge is currently registered with Wells Fargo Clearing Services, LLC and has been with them since January 2018. Before that, Jorge was with J.P. Morgan Securities LLC for four years. Jorge specializes in providing financial advice to individuals, corporations, and businesses. Jorge also provides portfolio management services and has experience in financial planning, pension consulting, and investment consulting services to institutional clients. Jorge holds Series 6, 7, 63, and 66 securities licenses and has a strong track record of success in the financial services industry.
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.
Investment consulting services to institutional clients
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
IL
02/14/2019 - Present
Wells Fargo Clearing Services, LLC (NAPERVILLE IL)
IL
11/07/2012 - 12/12/2016
J.P. MORGAN SECURITIES LLC (NAPERVILLE IL)
IL
05/08/2009 - 12/01/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (NAPERVILLE IL)
IL
09/17/2008 - 02/02/2009
NYLIFE SECURITIES LLC (DOWNERS GROVE IL)
IL
12/07/2007 - 08/08/2008
COUNTRY CAPITAL MANAGEMENT COMPANY (WOODRIDGE IL)
BOTH
Issued 09/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe 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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