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Samuel Delgado-aponte

Nationwide Planning Associates Inc.

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About Samuel Delgado-aponte

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.

Firm Information

Samuel Delgado-aponte is currently registered with Nationwide Planning Associates Inc.. Nationwide Planning Associates Inc. is a corporation formed in 1992. It is registered in 48 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Samuel Delgado-aponte’s Registration & Firm History

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)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 22 public disclosures for Samuel Delgado-aponte. Review regulatory record here.
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