Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge McKenzie is a financial advisor who has been in the industry since 2016. Jorge is currently registered with Northwestern Mutual Investment Services, LLC and is licensed to conduct business in Texas. Jorge has Series 6 and Series 63 licenses, and has passed the SIE exam. Previously, Jorge was registered with NYLIFE Securities LLC. Jorge has experience working with individuals and banking or thrift institutions.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
TX
11/24/2020 - Present
Northwestern Mutual Investment Services, LLC (Laredo TX)
TX
07/12/2016 - 11/11/2020
NYLIFE SECURITIES LLC (LAREDO TX)
BC
Issued 03/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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