Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Delgado is a financial advisor with over 16 years of experience in the financial services industry. He is currently registered with Morgan Stanley and has held previous positions with E*TRADE SECURITIES LLC and CITIGROUP GLOBAL MARKETS INC. Ricardo holds Series 7, 9, 10, 63, and 66 licenses and is registered in 54 states and jurisdictions. Ricardo provides a range of services, including asset allocation advice, financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Ricardo is also a musician and enjoys playing in a band in his free time.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/09/2012 - Present
Morgan Stanley (Tampa FL)
FL
04/05/2023 - 09/05/2023
E*TRADE SECURITIES LLC (Temple Terrace FL)
FL
04/02/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
07/19/2006 - 12/11/2007
E*TRADE SECURITIES LLC (TAMPA FL)
BOTH
Issued 09/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ricardo Delgado is the right advisor for you? Invested Better is here to help.
