Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Armando? Claim Your ProfileArmando Vega is a financial advisor with over 7 years of experience in the industry. Armando is currently registered with Fisher Investments and has been with the firm since January 2025. Prior to that, Armando has held positions at E*TRADE Securities LLC, GWFS Equities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley. Armando holds the Series 66, Series 7, and SIE licenses. Armando specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Armando also provides financial planning and portfolio assessment services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
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.
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2
TX
01/30/2025 - Present
Fisher Investments (PLANO TX)
AZ
08/10/2022 - 09/05/2023
E*TRADE SECURITIES LLC (Gilbert AZ)
CO
03/25/2022 - 07/06/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
AZ
12/21/2015 - 03/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 01/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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