Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramon? Claim Your ProfileRamon Jorge has been in the financial services industry since March 12, 1999. Ramon is currently registered as a Registered Representative with J.P. Morgan Securities LLC. Previously, Ramon has worked with Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Oriental Financial Services Corp., and PFS Investments Inc. Ramon has passed the Uniform Combined State Law Examination, General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination, and the Securities Industry Essentials Examination. Ramon is currently registered in California, Florida, Georgia, Maryland, New York, Puerto Rico, and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
11/20/2020 - Present
J.p. Morgan Securities LLC (ORLANDO FL)
FL
03/26/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ORLANDO FL)
FL
10/23/2009 - 03/15/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
01/03/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ORLANDO FL)
PR
06/10/1999 - 01/07/2005
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
GA
01/27/1999 - 05/05/1999
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 01/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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