Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorge? Claim Your ProfileJorge Vergara has been a registered investment advisor since January 1993 and is a representative at LPL Financial LLC. Jorge is a highly experienced financial professional with a track record of success in helping individuals and families achieve 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.
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.
Consulting and other non-discretionary advisory services
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
NJ
02/21/2017 - Present
LPL Financial LLC (NUTLEY NJ)
NJ
07/01/2003 - 02/17/2009
WACHOVIA SECURITIES, LLC (WESTFIELD NJ)
NY
02/22/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/15/1995 - 02/25/2002
DIME SECURITIES, INC. (BROOKLYN NY)
NY
01/04/1993 - 02/22/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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