Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Taveras is a financial professional with over six years of experience in the industry. Miguel is currently registered with Innovation Partners LLC and is licensed in Texas. Miguel has worked with a variety of clients, including individuals, businesses, and qualified retirement plans. Miguel specializes in financial planning, consulting services, and portfolio management. Miguel's previous experience includes roles at MERCAP SECURITIES, LLC and W&S BROKERAGE SERVICES, INC.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
11/01/2020 - Present
Innovation Partners LLC (CHARLOTTE NC)
GA
01/13/2020 - 11/02/2020
MERCAP SECURITIES, LLC (ATLANTA GA)
FL
08/21/2014 - 01/02/2018
W&S BROKERAGE SERVICES, INC. (PLANTATION FL)
BC
Issued 09/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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