Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nilda? Claim Your ProfileNilda Melgarejo De Boyrie is a financial advisor with over 25 years of experience in the industry. Nilda is currently registered with Insight Securities, Inc. and is licensed to provide investment advice in Florida, North Carolina, South Carolina, and Texas. Nilda has previously been registered with Charles Schwab & Co., Inc., Horwitz & Associates, Inc., Wachovia Securities, LLC, and First Union Brokerage Services, Inc. Nilda holds a variety of licenses, including Series 63, 65, 7, 9, 10, 24, and SIE. Nilda has a strong track record of success in helping clients achieve their financial goals. Nilda works with both individuals and businesses. Nilda specializes in financial planning, portfolio management, and selection of other advisors. Nilda is committed to providing her clients with personalized service and sound financial advice.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
09/20/2024 - Present
Insight Securities, Inc. (Fort Mill SC)
FL
08/06/2008 - 12/03/2019
CHARLES SCHWAB & CO., INC. (Coral Gables FL)
FL
11/29/2005 - 08/12/2008
HORWITZ & ASSOCIATES, INC. (CORAL GABLES FL)
MO
10/01/2000 - 03/02/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
08/09/1993 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 11/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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