Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ricardo? Claim Your ProfileRicardo Luis Delgado-oliveras is a financial advisor with over 8 years of experience in the industry. Ricardo holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Ricardo is currently registered with Mutual of Omaha Investor Services, Inc. and is located in Guaynabo, Puerto Rico. Ricardo has previously been registered with MML Investors Services, LLC and has experience with Mutual of Omaha Insurance Company. Ricardo's primary focus is providing financial advice and portfolio management services to individuals and high-net-worth clients.
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.
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.
Promoter fees and third party money manager fees
1
2
PR
09/04/2020 - Present
Mutual OF Omaha Investor Services, Inc. (GUAYNABO PR)
PR
04/17/2015 - 03/06/2020
MML INVESTORS SERVICES, LLC (HATO REY PR)
BC
Issued 12/16/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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