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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Pereira is a financial advisor with LPL Financial LLC. Jorge has over 24 years of experience in the financial industry. Jorge is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, and 63 licenses as well as the SIE and Series 65 licenses. Jorge works with a variety of clients, including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jorge provides a range of financial services, including financial planning, portfolio management, and consulting.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/07/2017 - Present
LPL Financial LLC (MOUNT VERNON NY)
NY
10/20/2004 - 03/28/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (YONKERS NY)
NY
08/07/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/17/2000 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NC
11/03/1998 - 01/21/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 09/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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