Unclaimed
Jorge Verdugo is a registered representative with PFS Investments Inc. Jorge is a financial professional with over 35 years of experience in the industry and is licensed in eleven states. Jorge has a strong background in Investment Company Products/Variable Contracts, having passed the Series 6 and Series 26 exams. He is also licensed to sell securities in the State of California. Jorge has a proven track record of success in helping clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/19/1989 - Present
PFS Investments Inc. (RANCHO CUCAMONGA CA)
BC
Issued 03/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jorge Verdugo is the right advisor for you? Invested Better is here to help.