Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Angel Esquivel is a financial advisor registered with U.s. Bancorp Investments, Inc. based in San Diego, California. Miguel Angel Esquivel has been a registered representative in the securities industry since November 14, 2007. Miguel Angel Esquivel holds licenses for Series 6, Series 63, and SIE exams. Miguel Angel Esquivel specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Miguel Angel Esquivel has experience with Unionbanc Investment Services, LLC, Essex National Securities, Inc., Gateway Investment Services, Inc., Cal Fed Investments, and Glenfed Brokerage Services.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
06/26/2020 - Present
U.s. Bancorp Investments, Inc. (San Diego CA)
CA
02/21/2014 - 03/03/2020
UNIONBANC INVESTMENT SERVICES, LLC (HAWTHORNE CA)
CA
09/26/2012 - 04/01/2013
UNIONBANC INVESTMENT SERVICES, LLC (HAWTHORNE CA)
CA
09/15/2003 - 11/10/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
05/16/2002 - 09/15/2003
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
CA
11/14/1998 - 04/30/2002
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
10/02/1997 - 11/14/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
BC
Issued 03/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Miguel Esquivel is the right advisor for you? Invested Better is here to help.
