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.

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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
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

DE, FL

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