Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Waldman is a financial advisor with Centaurus Financial, Inc. April has been in the financial industry since 2005 and has experience working with individual and corporate clients. April is registered as a broker and investment advisor in several states and holds the Series 7, Series 63, Series 65, and Series 66 licenses. April specializes in providing financial planning, portfolio management, and educational seminars.
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
WA
12/17/2019 - Present
Centaurus Financial, Inc. (Bellingham WA)
TX
08/04/2015 - 01/10/2019
MOODY SECURITIES, LLC (HOUSTON TX)
NY
08/19/2014 - 08/04/2015
TERRA CAPITAL MARKETS LLC (NEW YORK NY)
NY
08/29/2012 - 01/02/2013
U.S. STERLING SECURITIES, INC. (HAUPPAUGE NY)
NY
04/03/2012 - 08/27/2012
U.S. STERLING SECURITIES, INC. (HAUPPAUGE NY)
CO
08/18/2009 - 01/13/2011
CAZENAVE AND CO., INC. (WESTMINSTER CO)
NY
04/15/2005 - 06/18/2009
LIGHTSTONE SECURITIES, LLC (NEW YORK NY)
CA
03/22/2004 - 03/22/2005
KELMOORE INVESTMENT COMPANY, INC. (PALO ALTO CA)
CA
04/24/2003 - 03/24/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 12/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure April Waldman is the right advisor for you? Invested Better is here to help.
