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Ana Isabel Aguirre

27 Years of Experience
Broker
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
382 advisors
Number of Clients
270,365 clients
Average Client Portfolio
$58K average
Assets Under Management
$15.7B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Nationwide Investment Advisors, LLC
April 2007 - Present · 18 yrs 10 mos
Nationwide Investment Services CorporationBroker
September 2006 - Present · 19 yrs 5 mos
Previous Registrations
Wachovia Securities, LLCBroker
February 2004 - June 2006 · 2 yrs 4 mos
Prudential Investment Management Services LLCBroker
May 1999 - November 2001 · 2 yrs 6 mos
Pruco Securities CorporationBroker
October 1996 - April 1999 · 2 yrs 6 mos
Pruco Securities CorporationBroker
November 1993 - April 1995 · 1 yr 5 mos
State Registrations2 states
FLOH
AdvisorBroker
Exams
No exam information available for this advisor.