Individual Firm
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JORGE LONGUEIRA JR
Jorge Longueira Jr, Jorge Longueira
CRD#: 6546610
IA
B
WELLS FARGO ADVISORSCRD#: 19616 350 E LAS OLAS BLVD 19TH FL
FORT LAUDERDALE, FL 33301
FORT LAUDERDALE, FL 33301
0
Disclosures
8
Years of Experience
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State Registrations
B
Arkansas 11/7/2024
B
Massachusetts 8/3/2021
B
Connecticut 8/3/2021
B
New York 8/3/2021
B
Florida 8/3/2021
B
Texas 8/3/2021
IA
Florida 8/4/2021
IA
Texas 8/3/2021
B
Georgia 8/3/2021
B
Utah 11/7/2024
B
Illinois 8/3/2021
SRO Registrations
B
B
B
B
B
B
B
B
B
B
B
View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 8/3/2021
B
Registered with this firm since 8/3/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/27/2018 - 08/02/2021 | MIAMI, FL | |
B | 09/26/2018 - 08/02/2021 | MIAMI, FL | |
IA | 09/28/2016 - 08/28/2018 | MIAMI BEACH, FL | |
B | 07/22/2016 - 08/28/2018 | MIAMI BEACH, FL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.