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Current Employers
Celaya Wealth Management

Miami, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-05-21
  • FL RA
    APPROVED
    Since 2021-05-21

Branch Locations

Miami, FL • United States

Miami, FL • 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
Principal Life Insurance Company Coral Gables FL 04/2014 01/2017
Princor Financial Services Corporation Coral Gables FL 04/2014 11/2019
Independent Insurance Miami FL 12/2019 Present
Celaya Wealth Management Miami FL 05/2021 Present
  • 04/2014 → 01/2017
    Principal Life Insurance Company
    Coral Gables, FL
  • 04/2014 → 11/2019
    Princor Financial Services Corporation
    Coral Gables, FL
  • 12/2019 → Present
    Independent Insurance
    Miami, FL
  • 05/2021 → Present
    Miami, FL
Previous Registrations
  • 2014-04-24 → 2019-11-01
    Miami, FL
  • 1988-03-28 → 2014-04-15
    Msi Financial Services, Inc.
    Miami, FL
    Coral Gables, FL
Other Businesses

*Business Name - Ariel Cabrera - Business is Investment related - Based in Miami, FL - Independent Insurance Agent - SALES & SERVICE OF FIXED LIFE INSURANCE, LIFE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH, MEDICARE SUPPLEMENTAL, AND LONG TERM CARE INSURANCE THROUGH VARIOUS CARRIERS, P&C, Dental, Vision, Critical Illness. Position - Independent Insurance Agent - Start Date - 2/22/17. Dedicate about 40 hrs/month during security trading hours. *Business Name - Ariel Cabrera - Business is Investment related - Based in Miami, FL - Independent Insurance Agent - Metlife Onsite Services Employees Benefits Advisor; - Start Date -06/04/14, dedicate about 5 Hours per month during security trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-16
  • S66 Uniform Combined State Law Examination
    2003-10-16
Other Names
  • Ariel Cabrera

View on SEC IAPD

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