Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Saldarriaga is a financial advisor with Insight Securities, Inc. Jorge has been in the financial services industry since 1998. Jorge specializes in providing financial planning, portfolio management, and selection of other advisors. Jorge has a Series 6, 7, 63, and 65 license. Jorge has experience working with high-net-worth individuals, corporations, and other businesses. Jorge has been with Insight Securities, Inc. since 2014, and previously worked with CETERA INVESTMENT SERVICES LLC, UnionBanc Investment Services, LLC, Wells Fargo Investments, LLC, First Montauk Securities Corp., WMA Securities, Inc., and PRUCO Securities Corporation. Jorge is registered in California as an Investment Advisor Representative.
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.
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.
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
TX
01/01/2025 - Present
Insight Securities, Inc. (El Paso TX)
CA
05/07/2014 - 08/10/2016
INSIGHT SECURITIES, INC. (San Diego CA)
CA
02/14/2012 - 05/01/2013
CETERA INVESTMENT SERVICES LLC (CHULA VISTA CA)
CA
02/03/2009 - 02/14/2012
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
11/15/2001 - 01/14/2009
WELLS FARGO INVESTMENTS, LLC (CORONADO CA)
NJ
02/23/2000 - 12/31/2000
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
GA
07/09/1999 - 12/31/1999
WMA SECURITIES, INC. (DULUTH GA)
NJ
03/27/1998 - 03/05/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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