Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Saldana is an investment advisor representative with J.W. Cole Advisors, Inc. in Tampa, Florida. Miguel has been in the industry since 2012. Miguel has provided financial advice to a variety of clients including corporations, individuals, charitable organizations, and pension and profit sharing plans. Miguel is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Florida. Miguel offers a variety of financial services including financial planning, portfolio management, and educational seminars.
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.
Hourly & fixed rate consulting
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
12/21/2022 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
SC
04/03/2018 - 11/16/2022
LPL FINANCIAL LLC (FORT MILL SC)
FL
11/03/2016 - 04/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
11/11/2014 - 11/02/2016
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
04/21/2012 - 10/24/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 05/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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