Unclaimed
Javier Enrique Cordero conde is a financial advisor with Onedigital Investment Advisors, headquartered in Overland Park, KS. Javier has been in the financial services industry since 1999 and has held various roles at several firms, including Triad Advisors LLC and Independent Financial Group LLC. Javier specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is registered with the state of Puerto Rico as an Investment Advisor Representative and the state of Florida as a Registered Representative. Javier has earned the Series 6, 7, 24, 63, and 65 licenses and holds the Securities Industry Essentials (SIE) certification.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
03/27/2017 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
PR
03/30/2017 - 08/23/2024
TRIAD ADVISORS LLC (San Juan PR)
PR
07/23/2014 - 03/27/2017
INDEPENDENT FINANCIAL GROUP, LLC (Guaynabo PR)
PR
04/15/2009 - 07/24/2014
FINANCIAL TELESIS INC (GUAYNABO PR)
PR
10/25/2000 - 04/24/2009
SIGNATOR INVESTORS, INC. (GUAYNABO PR)
CA
03/02/2009 - 03/06/2009
FINANCIAL TELESIS INC (SAN RAFAEL CA)
CT
04/23/1999 - 09/20/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 12/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Javier Cordero conde is the right advisor for you? Invested Better is here to help.