Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Florencio? Claim Your ProfileFlorencio Cano Vega is an investment advisor representative with Fidelity Personal And Workplace Advisors. Florencio Vega has been in the securities industry for over 5 years and holds Series 7TO, SIE, and Series 66 licenses. Florencio Vega is registered with 53 states and has also earned a Series 66 license, which allows them to provide investment advice in a range of financial services, including investment management, retirement planning, and financial planning. Florencio Vega has a proven track record of success in the financial services industry, and they are committed to providing their clients with the highest quality of service.
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.
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.
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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2
CA
02/13/2024 - Present
Fidelity Personal AND Workplace Advisors (OXNARD CA)
CA
02/18/2022 - 08/18/2022
EDWARD JONES (RANCHO CUCAMONGA CA)
CA
10/31/2018 - 11/16/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO CUCAMONGA CA)
BOTH
Issued 12/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/31/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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