Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Federico? Claim Your ProfileFederico Holguin is an investment advisor representative at Morgan Stanley. Federico holds the Series 7TO, SIE, and Series 63 licenses, and is registered in New York. Federico has been in the financial industry for over 2 years and has previous experience with TP ICAP GLOBAL MARKETS AMERICAS LLC, Publicis Sapient, Loyola Marymount University, and Colegio Bolivar. Federico specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
FL
12/05/2024 - Present
Morgan Stanley (Miami FL)
BC
Issued 07/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
Not sure Federico Holguin is the right advisor for you? Invested Better is here to help.
