Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ignacio? Claim Your ProfileIgnacio Jose Holguin is an investment advisor representative with Truist Advisory Services, Inc. Ignacio Holguin has been in the industry since August 3, 2018. Ignacio is registered with FINRA, the state of Florida and 52 other states as a broker-dealer and investment advisor. Ignacio is also registered in Florida as an investment advisor. Ignacio is registered with Truist Advisory Services, Inc. since June 29, 2022. Ignacio was previously registered with WELLS FARGO CLEARING SERVICES, LLC from August 1, 2018 until June 23, 2022. Ignacio Holguin has passed the Series 6, Series 7TO and Series 66 exams. Ignacio has also passed the SIE exam.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
06/29/2022 - Present
Truist Advisory Services, Inc. (FORT LAUDERSALE FL)
FL
08/01/2018 - 06/23/2022
WELLS FARGO CLEARING SERVICES, LLC (PLANTATION FL)
BOTH
Issued 02/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ignacio Holguin is the right advisor for you? Invested Better is here to help.
