Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilfredo? Claim Your ProfileWilfredo Raul Miranda is a registered representative and investment advisor representative with Ausdal Financial Partners, Inc., in Oakbrook Terrace, IL. Wilfredo has been in the securities industry since January 11, 2007. Wilfredo is registered with the state of Illinois and has a Series 6, 7, 63, and 66 license. Wilfredo is also registered with FINRA and has a Series 7 and 66 license. Wilfredo has experience in providing financial planning, portfolio management for businesses and individuals, and selection of other 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.
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.
Advice on uma platforms
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Revenue sharing
1
2
IL
07/24/2012 - Present
Ausdal Financial Partners, Inc. (OAKBROOK TERRACE IL)
MO
05/13/2010 - 07/23/2012
MOLONEY SECURITIES CO., INC. (MANCHESTER MO)
CO
02/07/2001 - 08/21/2003
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
03/16/2000 - 12/31/2000
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 05/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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