Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waldo? Claim Your ProfileWaldo Julio Zayas is an Investment Advisor Representative with IHT Wealth Management LLC. Waldo has been in the financial services industry since 2004 and is registered with FINRA as well as the states of Arkansas, California, Florida, Georgia, Maryland, Missouri, Utah, and Virginia. Waldo has a Series 6, Series 7, Series 63, and Series 65 license. Waldo has previously been employed with VALIC Financial Advisors, Inc., Wachovia Securities, LLC, Allstate Financial Services, LLC, and Signator Investors, Inc. Waldo works with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and other investment advisors.
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.
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.
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.
Financial planning fees
1
2
FL
02/04/2019 - Present
IHT Wealth Management LLC (Tampa FL)
FL
06/14/2007 - 07/19/2012
VALIC FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
04/03/2007 - 06/05/2007
WACHOVIA SECURITIES, LLC (MIAMI BEACH FL)
NE
11/30/2004 - 09/08/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
08/13/2002 - 12/17/2004
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 09/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Waldo Zayas is the right advisor for you? Invested Better is here to help.
