Jorge Taverasurena
CRD Number: 7172947Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jorge Taverasurena (CRD# 7172947) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Lee, NJ and has 1 year of experience in the finance industry.
CRD# 5336896
Cetera Investment Advisers LLC
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2915697
Abbondandolo Wealth Management Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Tenafly, NJ | Feb 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tenafly, NJ | Oct 2022 - Current | 1 |
| Zoni New Jersey Institute LLC | Palisades Park, NJ | May 2022 - Aug 2022 | < 1 |
| Hy American Dream LLC | Palisades, NJ | Mar 2022 - Jul 2022 | < 1 |
| Vlc State Farm Agency | New York, NY | Jan 2021 - Mar 2022 | 1 |
| Nylife Securities LLC | New York, NY | Nov 2020 - Jan 2021 | < 1 |
| New York Life Insurance Co | New York, NY | Jul 2020 - Jan 2021 | < 1 |
| Vitality Fresh Foods | New York, NY | Aug 2019 - Jul 2020 | < 1 |
| Virginia's Natural Garden Inc. | Bronx, NY | Sep 2016 - Aug 2019 | 2 |
| Universidad De Ciencias Y Artes De Chiapas | Tuxtla Gutierrez, | Aug 2004 - Aug 2016 | 12 |
| Universidad Del Pacifico De Chiapas | Tuxtla Gutierrez, | Sep 2014 - Jul 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.