Unclaimed
Jesus Vega rojas is a financial advisor with over 15 years of experience in the financial services industry. Jesus Vega rojas has worked with a number of firms including Edward Jones, AXA Advisors, LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and CUNA Brokerage Services, Inc.. Jesus Vega rojas is currently registered with PNC Investments, a firm with over $2.38 trillion in assets under management. Jesus Vega rojas specializes in providing financial planning, portfolio management, and selection of other advisors for businesses and individuals. Jesus Vega rojas has a strong background in both financial and investment advisory services, and is committed to providing his clients with personalized and comprehensive financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
02/25/2022 - Present
PNC Investments (CHICAGO IL)
IL
09/17/2020 - 02/28/2022
CUNA BROKERAGE SERVICES, INC. (Vernon Hills IL)
IL
10/30/2018 - 03/20/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
IL
06/08/2017 - 11/14/2018
CITIGROUP GLOBAL MARKETS INC. (WINNETKA IL)
IL
09/06/2016 - 06/12/2017
AXA ADVISORS, LLC (OAK BROOK IL)
MO
04/11/2016 - 07/20/2016
EDWARD JONES (ST. LOUIS MO)
IA
Issued 12/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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