Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfred? Claim Your ProfileWilfred Cortez has been in the financial services industry since November 6, 1985. Wilfred is currently registered with SPC and has been with the firm since February 2002. Previously, Wilfred worked at Walnut Street Securities, Inc., Fortis Investors, Inc., North American Management, Inc., and MONY Securities Corp. Wilfred has a Series 6, Series 7, Series 24, Series 63, and Series 65 license. Wilfred specializes in retirement planning, investment management, and financial planning. Wilfred also offers educational seminars and consultation services. In addition to Wilfred's role at SPC, Wilfred is also the owner of Will Cortez Insurance Agency Inc. where Wilfred sells life and health insurance through various insurance companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consultation services
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.
Seminar attendance fees
1
2
LA
08/19/2002 - Present
SPC (SLIDELL LA)
CA
08/21/2000 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
02/03/1993 - 08/18/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
SD
10/12/1989 - 02/11/1993
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
NY
10/29/1985 - 10/04/1989
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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