Emiliano DeriquerCRD Number: 7230830
Current Firm: Prudential Financial Planning Services
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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|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|
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
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