Jorge Velasquez (CRD# 5638061) is an Investment Advisor Representative working at Wisely Advised in Hammond, IN and has over 15 years of experience in the finance industry.
CRD# 5648094
Highpoint Planning Partners
CRD# 1338669
William Blair & Company LLC
CRD# 6076403
Nuveen Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wisely Advised, LLC | Tinley Park, IL | Nov 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2009 |
- IL
- IN
- TX
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts427ACCOUNTS
-
Average Account Value$116,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, IN, TX
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