Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pau? Claim Your ProfilePau Delgado rodriguez is an Investment Advisor Representative at CS Advisors Inc. located in Boca Raton, FL. Pau has been in the industry since August 2017. Pau is registered with the state of Florida. Pau offers financial planning, portfolio management for individuals and businesses, pension consulting and selection of other advisers. Pau is also qualified to provide investment advice to corporations or other businesses, pension and profit-sharing plans, individuals other than high-net-worth individuals, and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/18/2020 - Present
CS Advisors Inc. (BOCA RATON FL)
IA
Issued 03/11/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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