Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando A. Portillo is a registered representative with GWN Securities Inc., a firm with offices in Palm Beach Gardens, Florida. Armando has been working in the financial services industry since November 2013, and has experience with both MML Investors Services, LLC and IFP Securities, LLC. Armando is currently licensed in Florida, and has passed the Series 7 and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
06/28/2023 - Present
GWN Securities Inc. (MIAMI FL)
FL
01/02/2020 - 07/03/2023
IFP SECURITIES, LLC (Miami FL)
FL
11/26/2013 - 12/31/2019
MML INVESTORS SERVICES, LLC (Miami FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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