Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Deaguero is an investment advisor representative at Ally Invest Advisors, which has been actively managing client investments since 2022. Roberto has been in the financial services industry since 2018 and holds Series 6, 7TO, 63 and 66 licenses. Prior to joining Ally Invest Advisors, Roberto was registered with Wells Fargo Clearing Services. Roberto is registered in 52 states and is active in both broker-dealer and investment advisor capacities.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
03/29/2022 - Present
Ally Invest Advisors (CHARLOTTE NC)
FL
05/01/2018 - 02/18/2022
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 12/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Roberto Deaguero is the right advisor for you? Invested Better is here to help.
