Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daisy? Claim Your ProfileDaisy Rojas is a financial advisor at LPL Financial LLC, based in CHARLOTTESVILLE, VA. Daisy has a strong background in the financial services industry, having worked in various roles with different organizations. Daisy has passed the Series 63, Series 65, and Series 7 exams. Daisy is a Registered Representative and Investment Advisor Representative. Daisy's current employment with LPL Financial LLC began in June 2022. Daisy is registered to provide investment advice in the state of Virginia.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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VA
08/25/2023 - Present
LPL Financial LLC (CHARLOTTESVILLE VA)
IA
Issued 08/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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