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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank A Perez delgado is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Frank has been in the industry since June 17, 2016 and is registered in 18 states. Frank holds Series 7, Series 66, and SIE licenses. Frank also has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Cetera Investment Services LLC. Ameriprise Financial Services, LLC is a registered investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals services to individuals, corporations, businesses, trusts/estates, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation services
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
FL
08/26/2022 - Present
Ameriprise Financial Services, LLC (Coral Gables FL)
FL
12/22/2016 - 11/09/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
06/17/2016 - 12/20/2016
CETERA INVESTMENT SERVICES LLC (MIAMI FL)
BOTH
Issued 10/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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