Private Investment Advisor
Current
Progress Wealth
Jun 2017 - Present
AeroLeads people directory · profile
Joaquin Serrano Email & Phone Number
Open to new opportunities!
at
Progress Wealth
1 work email found
@principal.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Progress Wealth
Role
Open to new opportunities!
Location
Los Angeles Metropolitan Area, United States
Who is Joaquin Serrano? Overview
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Quick answer
Joaquin Serrano is listed as Open to new opportunities! at Progress Wealth, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at principal.com and a matched LinkedIn profile for Joaquin Serrano.
Joaquin Serrano previously worked as Private Investment Advisor at Progress Wealth and Life & Health Licensed Benefits Representative at Gallagher. Joaquin Serrano studied at College For Financial Planning.
Company email context
Email format at Progress Wealth
This section adds company-level context without repeating Joaquin Serrano's masked contact details.
{last}.{first}@principal.com
86% confidence
AeroLeads found 1 current-domain work email signal for Joaquin Serrano. Compare company email patterns before reaching out.
Profile bio
About Joaquin Serrano
Joaquin Serrano is a Open to new opportunities! at Progress Wealth. He possess expertise in financial consultant, investment analysis, personal investment retirement advice, retirement specialist, tax strategy and 29 more skills. He is proficient in English and Spanish.
Listed skills include Financial Consultant, Investment Analysis, Personal Investment Retirement Advice, Retirement Specialist, and 30 others.
Current workplace
Joaquin Serrano's current company
Company context helps verify the profile and gives searchers a useful next step.
Progress Wealth
11 roles
Joaquin Serrano work experience
A career timeline built from the work history available for this profile.
Life & Health Licensed Benefits Representative
Sep 2020 - Nov 2020
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Apr 2019 - Oct 2019
Registered Investment Advisor
Progress Wealth Advisors
Oct 2017 - Apr 2019
Financial Advisor
Mar 2015 - Sep 2015
Financial Advisor
Apr 2014 - Oct 2014
Licensed Premier Banker 2
Aug 2008 - Apr 2012
Financial Advisor
Sep 2006 - Aug 2008
Financial Advisor
Nov 2005 - Sep 2006
Teller/New Accounts Representative
Mar 2004 - Nov 2005
Loan Officer
Aug 2003 - Mar 2004
3 education records
Joaquin Serrano education
Education record
Associate Of Arts - Aa
Associate Of Science - As
FAQ
Frequently asked questions about Joaquin Serrano
Quick answers generated from the profile data available on this page.
What company does Joaquin Serrano work for?
Joaquin Serrano works for Progress Wealth.
What is Joaquin Serrano's role at Progress Wealth?
Joaquin Serrano is listed as Open to new opportunities! at Progress Wealth.
What is Joaquin Serrano's email address?
AeroLeads has found 1 work email signal at @principal.com for Joaquin Serrano at Progress Wealth.
Where is Joaquin Serrano based?
Joaquin Serrano is based in Los Angeles Metropolitan Area, United States while working with Progress Wealth.
What companies has Joaquin Serrano worked for?
Joaquin Serrano has worked for Progress Wealth, Gallagher, Principal Financial Group, Progress Wealth Advisors, and Bancwest Investment Services.
How can I contact Joaquin Serrano?
You can use AeroLeads to view verified contact signals for Joaquin Serrano at Progress Wealth, including work email, phone, and LinkedIn data when available.
What schools did Joaquin Serrano attend?
Joaquin Serrano studied at College For Financial Planning.
What skills is Joaquin Serrano known for?
Joaquin Serrano is listed with skills including Financial Consultant, Investment Analysis, Personal Investment Retirement Advice, Retirement Specialist, Tax Strategy, Investments, Mutual Funds, and Portfolio Management.
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