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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jairo? Claim Your ProfileJairo Andres Acevedo is an active investment advisor representative registered with Osaic Wealth, Inc.. Jairo has been in the industry for over 10 years, holding registrations with several firms. Jairo has a variety of experience and expertise, having passed multiple Series Exams and holding licenses in multiple states. Jairo is currently registered with Osaic Wealth, Inc. and is based in Scottsdale, Arizona.
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.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
10/05/2022 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
AZ
07/10/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
01/02/2015 - 07/06/2015
TD AMERITRADE, INC. (FORT WORTH TX)
TX
06/21/2013 - 07/06/2015
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
FL
12/15/2011 - 05/15/2012
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BOTH
Issued 01/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2016
Series 4 - Registered Options Principal Examination
BC
Issued 08/26/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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