Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jorgo? Claim Your ProfileJorgo Celo is a financial professional with over 10 years of experience in the industry. Jorgo Celo is currently registered with HSBC Securities (USA) Inc. as a Registered Representative. Jorgo Celo has previously held positions at J.P. Morgan Securities LLC, David Lerner Associates, Inc., and Woodbury Financial Services, Inc. Jorgo Celo is also a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities (USA) Inc., where Jorgo Celo engages in the sale of bank related products and services. Jorgo Celo holds the Series 7TO, Series 63, and Series 66 licenses. Jorgo Celo specializes in providing asset allocation recommendations and based upon such recommendations 3rd party advice to manage assets pursuant to client approval.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/06/2024 - Present
Hsbc Securities (usa) Inc. (NEW HYDE PARK NY)
NY
03/15/2021 - 01/27/2024
J.P. MORGAN SECURITIES LLC (MERRICK NY)
NY
11/19/2019 - 07/21/2020
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
04/25/2019 - 07/18/2019
WOODBURY FINANCIAL SERVICES, INC. (Jericho NY)
BOTH
Issued 05/06/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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