Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aldo? Claim Your ProfileAldo Ochoa is a financial advisor registered with Equitable Advisors, LLC. Aldo has been in the financial services industry since 2006. Aldo is licensed to provide investment advice in Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Michigan, Mississippi, Missouri, Nevada, New York, North Carolina, Oklahoma, Oregon, South Dakota, Texas, and Virginia. Aldo is also registered as a principal with Equitable Advisors, LLC. Aldo is dedicated to providing financial advice to individuals, businesses, and charitable organizations. Aldo offers a range of financial services, including financial planning, portfolio management, and pension consulting. Aldo is committed to providing clients with personalized and comprehensive financial advice to help them achieve their financial goals.
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.
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2
TX
09/22/2021 - Present
Equitable Advisors, LLC (HOUSTON TX)
BOTH
Issued 08/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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