Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agustin? Claim Your ProfileAgustin De Estrada is a registered investment advisor representative with Bolton Securities Corp. Agustin has been in the securities industry for over 20 years and holds the Series 63, 65, 66, 7 and SIE licenses. Agustin has experience with J.P. Morgan Securities LLC, J.P. Morgan Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Agustin provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Agustin is licensed in Florida and Delaware.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
09/27/2017 - Present
Bolton Securities Corp. (BOLTON MA)
FL
09/08/2010 - 04/07/2017
J.P. MORGAN SECURITIES LLC (MIAMI FL)
NY
10/01/2008 - 07/27/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/26/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/14/2004 - 12/20/2006
JESUP & LAMONT SECURITIES CORP (NEW YORK NY)
NY
01/03/2001 - 05/05/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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