Wanda
Delgado
Insight Financial Advisors
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About this Advisor
Wanda Delgado is a certified financial planner who works in Santa Ana, California who has 13 years of relevant experience. Delgado is on the advisory team at Insight Financial Advisors. The advisor has gained experience at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Insight Financial Advisors. Delgado holds a Series 63 license, qualifying them as a securities agent, and can serve investors in California. Insight Financial Advisors is a registered investment firm with a branch in Santa Ana, California.
Certifications and Registrations
Years Registered*
Office Location
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Wanda Delgado Work History
Wanda has been registered as a financial advisor for 13 years.*
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Insight Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wanda Delgado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
