Unclaimed
Ciano Villaquiran is a financial professional with over 10 years of experience in the industry. Ciano currently works with THE Ameriflex Group, a firm focused on providing financial planning and investment management services to a wide range of clients. Ciano has a strong track record of working with both individuals and businesses, helping them achieve their financial goals. In addition to holding Series 7 and 66 licenses, Ciano is also a Certified Financial Planner.
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.
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
CA
08/20/2021 - Present
THE Ameriflex Group (SanDiego CA)
CA
08/20/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA JOLLA CA)
CA
03/25/2017 - 08/24/2021
MML INVESTORS SERVICES, LLC (SAN DIEGO CA)
CA
08/29/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 10/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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