Unclaimed
Nilsa Altagracia Roberts is a financial professional with over 20 years of experience in the industry. Currently, Nilsa is a registered representative with Corebridge Capital Services, Inc. Nilsa previously held positions at American General Distributors, Inc., Essex National Securities, Inc., WM Financial Services, Inc., and Citigroup Investment Services. Nilsa has passed the Series 7, Series 6 and SIE exams and holds licenses in Florida.
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.
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.
1
2
CA
06/28/2013 - Present
Corebridge Capital Services, Inc. (WOODLAND HILLS CA)
TX
01/07/2004 - 06/28/2013
AMERICAN GENERAL DISTRIBUTORS, INC. (HOUSTON TX)
CA
06/25/2001 - 02/03/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
10/12/1999 - 04/16/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
08/14/1999 - 10/29/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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