Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Idalia? Claim Your ProfileIdalia Del Daguin is a financial advisor who has been in the industry since September 2006. Idalia Del Daguin is currently registered with Raymond James & Associates, Inc. in Florida and Puerto Rico. Idalia Del Daguin has previously worked at UBS Financial Services Inc., UBS Financial Services Incorporated of Puerto Rico, and Citi International Financial Services LLC. Idalia Del Daguin has a Series 7, Series 63, Series 65 and SIE licenses. Idalia Del Daguin provides financial planning, portfolio management, and selection of other advisors to individuals, businesses and charitable organizations.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
07/02/2020 - Present
Raymond James & Associates, Inc. (Miami FL)
PR
03/15/2012 - 07/31/2020
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
PR
03/15/2012 - 07/31/2020
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)
PR
09/07/2006 - 03/15/2012
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
IA
Issued 01/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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