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 Iniguez is a financial advisor with over 20 years of experience in the industry. He has been registered with Mutual of Omaha Investor Services, Inc. since January 2022, providing financial advice and services to individuals, families, and businesses. Prior to that, Miguel Angel worked with NYLIFE Securities LLC and Charles Schwab & Co., Inc. Miguel Angel holds various licenses and certifications including Series 6, 7, 63, 65, and 26. He specializes in financial planning, portfolio management, and insurance.
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.
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.
Promoter fees and third party money manager fees
1
2
TX
01/20/2022 - Present
Mutual OF Omaha Investor Services, Inc. (AUSTIN TX)
TX
12/19/2016 - 12/03/2021
NYLIFE SECURITIES LLC (AUSTIN TX)
TX
02/26/2001 - 10/29/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 01/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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