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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilmer? Claim Your ProfileWilmer Ricardo Cordoba is a financial advisor with over 3 years of experience in the financial industry. Wilmer Ricardo Cordoba is currently registered with Centaurus Financial, Inc. and Nestyield Etfs. Wilmer Ricardo Cordoba is also registered with the state of California as both a Broker-Dealer and an Investment Advisor. Previously, Wilmer Ricardo Cordoba was employed with Morgan Stanley. Wilmer Ricardo Cordoba holds Series 66, SIE, and Series 7 licenses. Wilmer Ricardo Cordoba specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Wilmer Ricardo Cordoba is committed to providing clients with personalized financial advice and services.
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.
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.
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CA
01/02/2025 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
CA
12/15/2017 - 03/10/2021
MORGAN STANLEY (BEVERLY HILLS CA)
BOTH
Issued 02/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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