Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Herrera delgado is a financial advisor with Alight Financial Solutions, LLC. Claudia is registered with FINRA and the state of Puerto Rico. Claudia has been in the financial services industry since June 14, 2020 and holds the Series 7TO, Series 63 and SIE exams. Claudia's prior firm was Oriental Financial Services LLC.
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.
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.
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NC
11/10/2022 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
PR
06/15/2020 - 11/17/2022
ORIENTAL FINANCIAL SERVICES LLC (SAN JUAN PR)
BC
Issued 07/12/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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