Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Rojas is an Investment Advisor Representative registered with the state of Florida. Edward works for 401k Generation in Altamonte Springs, FL. Edward has been with 401k Generation since September 2012. Edward Rojas has passed the Uniform Investment Adviser Law Examination. Edward Rojas is specialized in Pension consulting, Selection of other advisors and Portfolio management for 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3 (16) 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.
A percentage of the total value of assets under management is charged.
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FL
02/24/2014 - Present
401k Generation (ALTAMONTE SPRINGS, FL)
IA
Issued 01/06/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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