Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Florencio? Claim Your ProfileFlorencio Saldana is a financial advisor with over 25 years of experience in the financial services industry. Florencio currently works with Fidelity Personal and Workplace Advisors. Florencio has a broad range of experience, including positions with Stockcross Financial Services, Inc., FISERV Investor Services, Inc., Tradecast Securities, Ltd., GRO Corporation, and Self Trading Securities, Inc. Florencio provides financial planning, portfolio management for businesses and individuals, selection of other advisors and educational seminars. Florencio holds a Certified Financial Planner designation.
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.
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.
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2
TX
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
11/16/2005 - 04/27/2007
STOCKCROSS FINANCIAL SERVICES, INC. (HOUSTON TX)
TX
05/06/2003 - 11/16/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
07/05/2001 - 03/05/2003
TRADECAST SECURITIES, LTD. (HOUSTON TX)
IL
09/14/2000 - 01/15/2002
GRO CORPORATION (CHICAGO IL)
TX
04/09/1999 - 09/06/2000
SELF TRADING SECURITIES, INC. (AUSTIN TX)
TX
09/13/1995 - 04/02/1997
SELF TRADING SECURITIES, INC. (AUSTIN TX)
MN
07/29/1994 - 07/10/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/1994 - 07/10/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/16/2000
Series 4 - Registered Options Principal Examination
BC
Issued 06/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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