Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Valentin is a financial advisor at Cadaret, Grant & CO., Inc. Jorge has been in the financial services industry since 1998. Jorge is registered with FINRA and the state of New York. Jorge has a Series 6, 7, 63, and 65 license as well as the SIE Exam. Jorge has been registered with Cadaret, Grant & CO., Inc. since 2001. Jorge has previously worked for MetLife Securities Inc., Metropolitan Life Insurance Company, and MONY Securities Corporation. Jorge specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Jorge's firm, Cadaret, Grant & CO., Inc. is based in Syracuse, New York and has over 5,685 clients. Jorge's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Cadaret, Grant & CO., Inc. has over $6.8 billion in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/15/2001 - Present
Cadaret, Grant & CO., Inc. (MT. KISCO NY)
MA
04/29/1999 - 08/17/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/29/1999 - 08/17/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/10/1998 - 06/22/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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