Unclaimed
Samuel Delgado-aponte is a registered representative with Nationwide Planning Associates Inc., located in HATO REY, PR. Samuel has over 20 years of experience in the financial services industry. Samuel is licensed to sell securities in Florida and Puerto Rico. Samuel holds the Series 7 and SIE licenses. Samuel previously worked at ORIENTAL FINANCIAL SERVICES CORP., UBS FINANCIAL SERVICES INC., UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO and POPULAR SECURITIES, INC.
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.
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.
1
2
PR
11/01/2017 - Present
Nationwide Planning Associates Inc. (HATO REY PR)
PR
03/26/2010 - 11/02/2017
ORIENTAL FINANCIAL SERVICES CORP. (GUAYNABO PR)
PR
10/03/2001 - 04/07/2010
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
PR
10/03/2001 - 04/07/2010
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)
PR
02/25/1998 - 10/05/2001
POPULAR SECURITIES, INC. (SAN JUAN PR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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