Miguel Morales-Corujo
Nationwide Planning Associates, Inc
1327 Grandin Rd SW
Roanoke, VA 24015
5404433001
About Nationwide Planning Associates, Inc
At Nationwide Planning, our mission is to maximize your satisfaction and help you succeed. While we believe in the power of independence, we also know that you don't want to feel like you're on your own. So we have two simple, yet important goals:
To provide you with the broadest range of products, tools and services necessary to serve your clients' financial planning needs.
To help you grow your practice-every year.
See Disclosures
General Information
Firm Start Year
CRD#
5896066
Firm CRD#
31029
States Licensed in
North Carolina and Virginia
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CPFA
Securities Licenses
Series 66, Series 7
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250K+
Compensation Methods
Based on Assets
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893285/rothira-Nationwide-Planning-Associates,-Inc-detailed-disclosure.html