Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Perez is a registered representative with Moomoo Financial Inc. based in Jersey City, NJ. Jorge has been in the industry since January 24, 2013 and has a broad range of experience. Jorge has Series 3, 4, 7, 24, 34, and 63 licenses, as well as the SIE exam. Jorge is licensed in 53 states and territories. Jorge was previously registered with TD Ameritrade, Inc. in Southlake, TX.
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.
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.
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2
NJ
04/20/2023 - Present
Moomoo Financial Inc. (JERSEY CITY NJ)
TX
08/20/2012 - 11/12/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 10/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2021
Series 4 - Registered Options Principal Examination
BC
Issued 11/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 02/28/2019
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2016
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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