Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Aguilar is a registered representative with Oppenheimer & Co. Inc. Michael has been in the industry since August 2022, and holds a Series 66 license. Michael is registered in Rhode Island and has a strong background in providing financial advice. Michael has experience working with a variety of clients, including individuals, families, corporations, and retirement plans. Michael specializes in providing financial planning services, portfolio management, and selection of other advisors.
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.
1
2
RI
12/10/2024 - Present
Oppenheimer & Co. Inc. (PROVIDENCE RI)
Active
Inactive
Not sure Michael Aguilar is the right advisor for you? Invested Better is here to help.
