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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Aguado is an investment advisor representative with World Investment Advisors, LLC. Michael has been in the securities industry since 2001 and has a combined 21 years of experience as an investment advisor. Michael is registered with FINRA and has a Series 7 and Series 66 license. Michael also holds a Series 63 license, which allows him to provide investment advice in California. Michael's firm, World Investment Advisors, LLC, specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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
CA
08/23/2021 - Present
World Investment Advisors, LLC (San Ramon CA)
CA
06/05/2017 - 08/24/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
CA
03/25/2017 - 06/09/2017
MML INVESTORS SERVICES, LLC (SAN RAMON CA)
CA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
09/28/2006 - 01/02/2015
NEW ENGLAND SECURITIES (SAN RAMON CA)
CA
04/21/2004 - 09/27/2006
WADDELL & REED, INC. (SAN MATEO CA)
MO
09/13/2001 - 04/19/2004
FFP SECURITIES, INC. (CHESTERFIELD MO)
BOTH
Issued 08/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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