Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maigualida? Claim Your ProfileMaigualida Lanzetta gomez is a financial advisor with over 14 years of experience in the industry. Maigualida is currently registered with Bolton Securities Corp. and is also registered in several states including California, Florida, Georgia, Illinois, and Texas. Maigualida has previously worked with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Maigualida has expertise in financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
06/01/2021 - Present
Bolton Securities Corp. (Weston FL)
FL
04/04/2008 - 05/18/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTON FL)
FL
04/16/2007 - 04/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
BOTH
Issued 11/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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