Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adriano? Claim Your ProfileAdriano Batista is a financial advisor who has been in the industry since 2006. Adriano is currently registered with Osaic Wealth, Inc. in Maple Grove, Minnesota. Adriano has experience with different types of clients, including high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Adriano offers a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars. Adriano is also a licensed insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
01/09/2014 - Present
Osaic Wealth, Inc. (MAPLE GROVE MN)
MN
04/15/2008 - 04/27/2012
SIGNATOR INVESTORS, INC. (MAPLE GROVE MN)
MN
05/24/2007 - 12/31/2007
INTERSECURITIES, INC. (MINNETONKA MN)
MN
01/23/2006 - 04/02/2007
EQUITY LEADERSHIP SECURITIES GROUP, INC. (MINNETONKA MN)
MN
03/15/2005 - 05/26/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 08/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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