Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Archibaldo? Claim Your ProfileArchibaldo Vasquez is an investment advisor representative and registered representative of Bolton Securities Corp. in Bolton, MA. Archibaldo Vasquez has been in the industry since 1994. In addition to his work at Bolton Securities Corp., Archibaldo Vasquez is also the Managing Partner of DV Wealth Management, an investment advisor representative of Bolton Securities Corp. Archibaldo Vasquez has passed the Series 63, Series 7 and Series 66 exams. He is also registered in eight states including California, Delaware, Florida, Illinois, New Mexico, New York and Texas. Archibaldo Vasquez has experience working with charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
07/21/2016 - Present
Bolton Securities Corp. (BOLTON MA)
FL
07/19/1994 - 06/21/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
BOTH
Issued 01/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Archibaldo Vasquez is the right advisor for you? Invested Better is here to help.
