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Jose Enrique Guerra mena

Vanguard Advisers, Inc.

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About Jose Enrique Guerra mena

Jose Enrique Guerra mena is an investment advisor representative registered with Vanguard Advisers, Inc. Jose has been in the financial services industry since July 4, 2017 and is registered with the states of Arizona and Texas. Jose is also a registered representative with FINRA. Jose's specializations include providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Jose Guerra mena is currently registered with Vanguard Advisers, Inc.. Vanguard Advisers, Inc. is a registered investment advisor headquartered in Malvern, Pennsylvania. With a focus on portfolio management for individuals, businesses, and pooled investment vehicles, the firm offers comprehensive financial planning services and specializes in selecting other advisors. Vanguard Advisers manages over $333 billion in assets for clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm has a strong online presence, with active profiles on LinkedIn, Facebook, Instagram, YouTube, Reddit, and Twitter.
Vanguard Advisers, Inc.

100 VANGUARD BLVD

MALVERN, PA 19355

$333.07B

Assets Under Management

151,862

Total Clients

2,326

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jose Guerra mena’s Registration & Firm History

AZ

09/28/2022 - Present

Vanguard Advisers, Inc. (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 09/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/26/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jose Enrique Guerra mena. Review regulatory record here.
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