Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Leslie Aguado is a financial advisor with over 30 years of experience in the industry. Currently, Ira Leslie Aguado is registered with Cetera Investment Advisers LLC. Ira Leslie Aguado holds multiple licenses including Series 6, 7, 22, 63, and 66. Ira Leslie Aguado has been with Cetera Investment Advisers LLC since 2020 and previously worked at LPL Financial LLC from 2008 to 2020. Ira Leslie Aguado's previous employers also include Essex National Securities, Inc., PFIC Securities Corporation, FISERV INVESTOR SERVICES, INC., WM FINANCIAL SERVICES, INC., DIME SECURITIES, INC., GUARDIAN INVESTOR SERVICES CORPORATION, MONY SECURITIES CORP., and NYLIFE SECURITIES INC. Ira Leslie Aguado specializes in providing financial planning, pension consulting, and educational seminars for individuals, businesses, corporations, 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.
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
NY
01/12/2023 - Present
Cetera Investment Advisers LLC (Garden City NY)
NY
09/03/2008 - 04/27/2020
LPL FINANCIAL LLC (ROSLYN NY)
NY
06/21/2006 - 09/02/2008
ESSEX NATIONAL SECURITIES, INC. (GARDEN CITY NY)
NY
10/05/2005 - 06/21/2006
PFIC SECURITIES CORPORATION (WOODBURY NY)
TX
04/05/2004 - 10/05/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TN
12/20/2002 - 04/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
CA
05/01/2002 - 01/03/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
02/25/2002 - 05/01/2002
DIME SECURITIES, INC. (BROOKLYN NY)
CA
11/10/1997 - 01/17/2002
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
02/01/1996 - 11/26/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
05/11/1994 - 12/07/1995
MONY SECURITIES CORP. (NEW YORK NY)
NY
09/22/1987 - 03/15/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 3/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 5/2/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 9/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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