Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aurea? Claim Your ProfileAurea Estelle delacruz Wangerien is an investment advisor with LPL Financial LLC. Aurea has been in the financial services industry since 1987. Aurea is registered in 14 states. Aurea is also registered as an Investment Advisor Representative in New Jersey and North Carolina. Aurea is Series 66 and Series 63 licensed. Aurea has a long history of experience with various firms including Edward Jones and Merrill Lynch. Aurea is active in the community and provides financial planning, portfolio management, and other services to clients.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NC
06/22/2017 - Present
LPL Financial LLC (CLAYTON NC)
NJ
10/15/2010 - 01/10/2017
EDWARD JONES (SHREWSBURY NJ)
NJ
11/21/2003 - 10/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NY
01/02/2001 - 12/04/2003
QUICK & REILLY, INC. (NEW YORK NY)
TX
02/02/1998 - 01/02/2001
FLEET SECURITIES, INC. (DALLAS TX)
NY
07/18/1996 - 02/02/1998
FLEET SECURITIES INC. (NEW YORK NY)
NY
07/21/1987 - 07/16/1996
FLEET ENTERPRISES, INC. (NEW YORK NY)
NA
02/24/1987 - 06/27/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 12/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Aurea Wangerien is the right advisor for you? Invested Better is here to help.
