Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mauricio? Claim Your ProfileMauricio Aldrete is a financial advisor with Gallagher Fiduciary Advisors, LLC based in Austin, TX. Mauricio Aldrete has over 13 years of experience in the financial services industry. Mauricio Aldrete is registered with FINRA and is a Registered Investment Advisor (RIA). Previously, Mauricio Aldrete worked with TRIAD ADVISORS LLC, PENSIONMARK SECURITIES, LLC, JOHN HANCOCK DISTRIBUTORS LLC, and WELLS FARGO ADVISORS, LLC.
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.
See schedule d misc. for explanation
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
TX
04/18/2024 - Present
Gallagher Fiduciary Advisors, LLC (Austin TX)
TX
03/18/2024 - 08/23/2024
TRIAD ADVISORS LLC (Austin TX)
TX
03/21/2018 - 01/19/2024
PENSIONMARK SECURITIES, LLC (Garden Ridge TX)
MA
04/14/2015 - 02/13/2018
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
TX
04/02/2013 - 03/18/2015
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
FL
10/25/2010 - 02/07/2013
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
05/15/2008 - 11/17/2008
LAFISE SECURITIES CORPORATION (MIAMI FL)
IA
Issued 04/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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