Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Cazarez is a financial advisor with Raymond James Financial Services Advisors, Inc. Jorge is a registered representative with FINRA and a registered investment advisor. Jorge has been in the financial industry since 2013. Previously Jorge was a financial advisor at Edward Jones, SWBC Investment Services, LLC, and Merrill Lynch. Jorge holds a Series 7 and Series 66 license and is licensed to sell securities in California, Florida, North Carolina, and Texas. Jorge specializes in working with individuals, businesses, insurance companies, charitable organizations, and pension and profit sharing plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
06/21/2018 - Present
Raymond James Financial Services Advisors, Inc. (SAN ANTONIO TX)
TX
08/05/2015 - 06/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
01/05/2015 - 06/23/2015
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
07/08/2013 - 01/06/2015
EDWARD JONES (SAN ANTONIO TX)
BOTH
Issued 07/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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