Unclaimed
Ricardo Serra is an investment advisor representative with over 30 years of experience in the financial services industry. Ricardo is registered with Osaic Wealth, Inc. and is licensed to provide investment advice and insurance services in Florida. Ricardo has a deep understanding of the financial markets and is committed to helping clients achieve their financial goals. Ricardo's expertise includes financial planning, retirement planning, and insurance planning. Ricardo has a proven track record of success and is dedicated to providing his clients with personalized service and guidance.
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.
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.
1
2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (LEESBURG FL)
FL
10/30/1992 - 11/02/2018
SIGNATOR INVESTORS, INC. (LEESBURG FL)
MA
10/30/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 07/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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