Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Cardenas is a financial advisor who has been in the industry since 2000. Javier is a Certified Financial Planner™ professional and is currently registered with Avantax Advisory Services. Javier has a wide range of experience working with clients, including individuals, high-net-worth individuals, and businesses. Javier is committed to helping clients achieve their financial goals. Javier specializes in providing financial planning, investment management, and insurance services. Prior to joining Avantax Advisory Services, Javier worked at Hilltop Securities Inc. and Oppenheimer & Co. Inc.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
04/04/2023 - Present
Avantax Advisory Services (Elk Grove CA)
CA
11/29/2017 - 04/11/2023
HILLTOP SECURITIES INC. (Roseville CA)
CA
09/06/2005 - 12/01/2017
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
NY
03/20/2000 - 09/12/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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