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Amilka Nmn Delgado

Wisdom Planning Group

Orlando, FL

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Current Employers
Wisdom Planning Group

3322 Clay Ave, Orlando, FL 32804 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-08
VA RA APPROVED 2022-05-20
FL RA APPROVED 2019-12-06
  • TX RA
    APPROVED
    Since 2022-11-08
  • VA RA
    APPROVED
    Since 2022-05-20
  • FL RA
    APPROVED
    Since 2019-12-06

Branch Locations

3322 Clay Ave, Orlando, FL 32804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Financial Partners Orlando FL 04/2015 01/2020
Delgado Wealth Management, Llc; Dba Wisdom Planning Group Orlando FL 08/2014 Present
  • 04/2015 → 01/2020
    Orlando, FL
  • 08/2014 → Present
    Delgado Wealth Management, Llc; Dba Wisdom Planning Group
    Orlando, FL
Previous Registrations
Other Businesses

(1) 09/02/2014: Delgado Wealth Management - DBA ONLY (2) Insurance agent; 215 licensed; various appointments. Receive commissions for insurance sales, such as term and fixed annuities. Name of outside business: Insurance License; Location of the business: 3322 Clay Ave Orlando FL 32804 United States; oba street address: 3322 Clay Ave;oba city: Orlando;oba state: FL;oba zip code: 32804;oba country: United States;Description of the business: Life Insurance sales;Position Title: Agent;Responsibilities Duties: Sale of life insurance and fixed annuities in accordance with Florida 2-15 license;Start date with business: 2012-09-10; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 10; Will an IRS form for income earned be received: Yes;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-03-31
  • S63 Uniform Securities Agent State Law Examination
    2000-03-31
Designations
Other Names
  • Amilka Delgado

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