Unclaimed
Cristobal Delgado is an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Brownsville, Texas. Cristobal has been in the financial services industry since 2016. Cristobal is registered to offer investment advice in Colorado, Michigan, New Mexico, New York and Texas. Cristobal holds Series 6, Series 63, Series 65 and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
05/11/2022 - Present
Cambridge Investment Research Advisors, Inc. (Brownsville TX)
TX
11/07/2019 - 11/03/2020
CORECAP INVESTMENTS, LLC (McAllen TX)
NE
06/21/2017 - 11/07/2019
AMERITAS INVESTMENT CORP. (LINCOLN NE)
GA
06/29/2016 - 06/21/2017
CCF INVESTMENTS, INC. (GREENSBORO GA)
IA
Issued 04/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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