Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aquilino? Claim Your ProfileAquilino Alfredo Mayo is a financial advisor with over 20 years of experience in the industry. Aquilino is currently registered with Osaic Wealth, Inc. in Fort Lauderdale, Florida. Aquilino specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Prior to joining Osaic Wealth, Aquilino was employed with SAGEPOINT FINANCIAL, INC. and Equity Services, Inc., both in Florida. Aquilino is also a licensed insurance agent with Mayo Vera Financial Group LLC and Creative Financial Network.
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
FL
09/01/2023 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
12/07/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
03/07/2016 - 12/07/2020
EQUITY SERVICES, INC. (SUNRISE FL)
FL
07/17/2015 - 03/03/2016
SAGEPOINT FINANCIAL, INC. (OAKLAND PARK FL)
FL
02/09/2009 - 07/17/2015
INVEST FINANCIAL CORPORATION (Opa Locka FL)
FL
11/13/2007 - 02/13/2009
INTERSECURITIES, INC. (WESTON FL)
FL
03/24/2005 - 12/05/2007
PRINCOR FINANCIAL SERVICES CORPORATION (MIRAMAR FL)
NJ
01/26/2004 - 03/29/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 06/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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