Emiliano Deriquer (CRD# 7230830) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Diego, CA and has 1 year of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Prudential Insurance Company Of America | San Diego, CA | Oct 2023 - Current | < 1 |
| Pruco Securities LLC | San Diego, CA | Sep 2023 - Current | < 1 |
| Massmutual Life Insurance Company | San Diego, CA | Jan 2023 - Sep 2023 | < 1 |
| Mml Investors Services LLC | San Diego, CA | Jan 2023 - Sep 2023 | < 1 |
| Guardian Life Insurance Company | San Diego, CA | Mar 2022 - Jan 2023 | < 1 |
| Park Avenue Securities | San Diego, CA | Mar 2022 - Jan 2023 | < 1 |
| Westpac Wealth Partners | San Diego, CA | Feb 2022 - Jan 2023 | < 1 |
| Un-employed | San Diego, CA | Aug 2021 - Feb 2022 | < 1 |
| Bank Of America, N.a. | San Diego, CA | Jun 2020 - Aug 2021 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Diego, CA | Feb 2020 - Aug 2021 | 1 |
| Brown Brothers Harriman | Boston, MA | Aug 2019 - Dec 2019 | < 1 |
| Suffolk University | Boston, MA | Aug 2016 - May 2019 | 2 |
| State Street | North Quincy, MA | Aug 2018 - Jan 2019 | < 1 |
| Miracosta College | Cardiff, CA | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- CA
- NH
-
Total Assets Under Management14,029MILLIONS
-
Total Number of Accounts106,737ACCOUNTS
-
Average Account Value$131,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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.