linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Carlos Fernando Benitez

Vanguard Advisers, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Carlos? Claim Your Profile

About Carlos Fernando Benitez

Carlos Fernando Benitez is a financial advisor registered with Vanguard Advisers, Inc.. Carlos Fernando Benitez is currently registered with the state of Arizona and Texas. Carlos Fernando Benitez has been working in the financial industry for over two years and has been registered with Securities and Exchange Commission since 2019. Carlos Fernando Benitez has passed the Series 7TO and Series 66 examinations and has a total of 2 product exams. Prior to working at Vanguard Advisers, Inc., Carlos Fernando Benitez worked at SECURIAN FINANCIAL SERVICES, INC. in Phoenix, Arizona.

Firm Information

Carlos Benitez is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Carlos Benitez’s Registration & Firm History

TX

05/05/2021 - Present

Vanguard Advisers, Inc. (Plano TX)

AZ

07/17/2019 - 01/11/2021

SECURIAN FINANCIAL SERVICES, INC. (Phoenix AZ)

Not sure if Carlos Fernando Benitez is right for you?

Licenses & Designations

BOTH

Issued 08/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/17/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carlos Fernando Benitez.
Not sure if Carlos Fernando Benitez is right for you?