Mildred Dorta, financial advisor Orlando FL

Mildred Dorta

CRD Number: 1725723
Current Firm: Cnl Educational Institute, LLC

Mildred Dorta (CRD# 1725723) is an Investment Advisor Representative working at Cnl Educational Institute, LLC in Orlando, FL and has over 16 years of experience in the finance industry.

Similar Advisors
Peter Abbate, financial advisor Orlando FL
Peter Abbate
CRD# 6127350
Valic Financial Advisors, Inc.
Similar Advisors
Gregory Abdalla, financial advisor Orlando FL
Gregory H. Abdalla
CRD# 6160017
Securian Financial Services, Inc.
Similar Advisors
Gary Abely, financial advisor Orlando FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Company Name Location Dates Years
Cnl Securities Corp Orlando, FL Feb 2020 - Current 1
Cnl Educational Institute, LLC Orlando, FL Feb 2020 - Current 1
Axa Equitable Orlando, FL Feb 2019 - Feb 2020 1
Axa Advisors LLC New York, NY Feb 2019 - Feb 2020 1
Cnl Securities Corp Orlando, FL May 2016 - Feb 2019 2
Axa Distributors LLC Jersey City, NJ Nov 2014 - May 2016 1
Axa Advisors LLC New York, NY Feb 2014 - May 2016 2
Green Key LLC New York, NY Dec 2013 - Feb 2014 < 1
Robert Half International New York, NY Oct 2012 - Nov 2013 1
Imr New York, NY Aug 2012 - Oct 2012 < 1
Michael Page International New York, NY May 2012 - Jun 2012 < 1
Wsa Fixed Income LLC New York, NY Aug 2011 - Mar 2012 < 1
Wall Street Access New York, NY Aug 2005 - Mar 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Mildred Dorta
Phone Number: 407-540-2541
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.