Find a Branch or ATM

Search by City, State or Airport

Market Watch

More contact options
P.O. Box 619001 MD 2100, HDQ
DFW Airport, TX 75261-9001
(800) 533-0035
ABA / Routing # 311992904

William de Cardenas

William de Cardenas

Text Size: Text Size Small Text Size Medium Text Size Lagre

Work With Someone You Trust

William de Cardenas is a Flagship Financial Group Advisor serving American Airlines Federal Credit Union member-owners.

William de Cardenas, CRC®
Financial Advisor

Flagship Financial Group located at:
American Airlines Credit Union
6205 Blue Lagoon Dr.
Suite 100
Miami, FL 33126
Phone: (305) 870-2238

Email Me

My Professional Services

  • 401(k) Planning
  • Wealth Management
  • Wealth Preservation
  • General Investment Management
  • Education Funding
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Retirement Income Planning
  • Tax-advantaged Investment Planning
  • Insurance Planning

Background

With over 10 years of experience in Financial Services, I understand the challenges facing my clients today. Whether the markets are forging ahead or in sharp decline, a solid investment plan will help guide the way; putting into practice principles that take advantage of long-term investment returns and walk us away from the pitfalls of the timing of the market.

My mission is to bring you fresh and innovative investment strategies and products through unmatched individualized service. My top priority is understanding the financial goals of my clients and helping formulate a plan to reach them. I look forward to working with you and helping you achieve your financial goals.

Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child’s or grandchild’s education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

Accreditations

  • Registered Advisor of Cetera Investment Services, LLC. – member FINRA/SIPC
  • Has earned the designation of CERTIFIED RETIREMENT COUNSELOR® (CRC®)
  • Bachelor of Arts degree in International Relations from Florida International University.

Contact William de Cardenas for a no-cost, no-obligation consultation at (305) 870-2238.

Check the background of this investment professional on FINRA’s BrokerCheck.

American Airlines Credit Union
6205 Blue Lagoon Dr., Suite 100
Miami, FL 33126
8:00 AM - 5:00 PM Mon-Fri
Saturday by Appointment Only
 

 

Securities and insurance products are offered through Cetera Investment Services, LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers, LLC. Neither firm is affilated with the financial institution where investment services are offered.

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

View Cetera Investment Services privacy policy and other important information.

Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Loading...
Close SIGN UP FOR CUACCE$$™ TODAY

Enrollment is temporarily suspended for online banking.

We’re preparing to bring you a new online banking system. Due to this process, new first time enrollments for online and mobile banking will be temporarily unavailable between June 10 and June 16, 2015.

Once the new system is available on June 17, you’ll be able to complete your enrollment and enjoy our new experience.

Existing users can continue to log in with their credentials with no interruption.

We apologize for any inconvenience.

Cancel