Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Zulueta is a financial advisor with Principal Securities, Inc. Miguel is based in Miami, FL and has been in the industry since February 14, 2012. Miguel holds Series 6, 7, and 63 licenses as well as Series 65. Miguel also owns Summit Financial & Investments Services and offers life insurance, annuities, mutual funds, securities, financial strategies, business consulting, and financial planning. Miguel's previous employment was with EFG Capital International.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
11/05/2024 - Present
Principal Securities, Inc. (MIAMI FL)
FL
09/05/2002 - 09/27/2005
EFG CAPITAL INTERNATIONAL (MIAMI FL)
BC
Issued 06/12/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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