Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernesto? Claim Your ProfileErnesto Amengual is a financial advisor and registered representative with Bolton Securities Corp. located in Bolton, MA. Ernesto has been working in the industry since 1989 and specializes in providing financial planning and investment advice to individuals, businesses, charitable organizations, and pension plans. Ernesto is also a co-owner of ATA Advisors, LLC, a company established in 2021 in Florida to operate Bolton Securities and investment advisory businesses. Ernesto is licensed and registered in Florida, California, District of Columbia, Georgia, Illinois, and Texas.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
04/15/2021 - Present
Bolton Securities Corp. (Weston FL)
FL
04/04/2008 - 04/07/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTON FL)
FL
03/21/1989 - 04/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 05/03/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1989
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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