Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Delfina? Claim Your ProfileDelfina Guerra Buenrostro is a financial advisor with Benjamin F. Edwards & Company, Inc. in Naples, FL. Delfina has been in the financial services industry for over 16 years and has experience with a variety of investment products and services. Delfina holds Series 7, Series 24, and Series 66 licenses and is registered in multiple states.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/22/2019 - Present
Benjamin F. Edwards & Company, Inc. (Naples FL)
FL
11/09/2016 - 04/23/2019
MORGAN STANLEY (NAPLES FL)
FL
10/01/2012 - 11/17/2016
SUNTRUST INVESTMENT SERVICES, INC. (MARCO ISLAND FL)
FL
05/05/2006 - 10/04/2012
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
BOTH
Issued 02/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Delfina Buenrostro is the right advisor for you? Invested Better is here to help.
