Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernesto? Claim Your ProfileErnesto Aguilar is a financial advisor at Broadway Wealth Solutions. Ernesto is based in San Antonio, Texas and has been in the financial industry for over 10 years. Ernesto is registered with FINRA and the state of Texas. Ernesto's primary focus is providing portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
04/12/2023 - Present
Broadway Wealth Solutions (SAN ANTONIO TX)
TX
10/19/2022 - 03/16/2023
J.P. MORGAN SECURITIES LLC (San Antonio TX)
TX
09/24/2018 - 09/24/2020
CUNA BROKERAGE SERVICES, INC. (San Antonio TX)
TX
03/22/2018 - 08/31/2018
BBVA SECURITIES INC. (SAN ANTONIO TX)
TX
04/24/2017 - 02/26/2018
CUSO FINANCIAL SERVICES, L.P. (San Antonio TX)
TX
03/01/2016 - 04/13/2017
SWBC INVESTMENT SERVICES, LLC (SAN ANTONIO TX)
TX
10/01/2012 - 03/01/2016
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
09/13/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
IL
03/03/2011 - 09/05/2012
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
09/12/2008 - 02/01/2011
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
IL
01/14/2008 - 08/20/2008
COUNTRY CAPITAL MANAGEMENT COMPANY (CHICAGO IL)
BC
Issued 12/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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