Unclaimed
Miguel Angel Deanda is a registered representative with Fidelity Personal And Workplace Advisors, licensed in Florida and Texas. Miguel Angel Deanda has been active in the financial industry for two years. Miguel Angel Deanda's professional background includes various roles in different industries, including retail, hospitality, and food service. Miguel Angel Deanda holds both Series 7 and Series 66 licenses and has a state registration in all states except for New York. Miguel Angel Deanda is also licensed as an Investment Advisor Representative in Florida and Texas. Miguel Angel Deanda offers financial planning, educational seminars, and portfolio management services for individuals and businesses. Miguel Angel Deanda's specializations include Asset Allocation, Insurance, Retirement Planning, Estate Planning, and Mutual Funds and Variable Annuities.
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.
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.
1
2
FL
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 04/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Miguel Deanda is the right advisor for you? Invested Better is here to help.