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Jose Luis Estrada arroyo

Vanguard Advisers, Inc.

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About Jose Luis Estrada arroyo

Jose Luis Estrada arroyo is an investment advisor representative with Vanguard Advisers, Inc. Jose Luis Estrada arroyo has been in the industry for 7 years and is currently registered in 53 states and 2 provinces. Jose Luis Estrada arroyo has passed the Series 7TO, Series 63, and Series 65 exams. Jose Luis Estrada arroyo is also registered as an investment advisor representative with the firm in Texas. Jose Luis Estrada arroyo has a strong background in the financial services industry and is committed to providing clients with the highest level of service.

Firm Information

Jose Estrada arroyo 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 Estrada arroyo’s Registration & Firm History

AZ

09/01/2021 - Present

Vanguard Advisers, Inc. (Scottsdale AZ)

WA

01/21/2021 - 05/14/2021

NYLIFE SECURITIES LLC (YAKIMA WA)

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Licenses & Designations

BC

Issued 02/12/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/02/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jose Luis Estrada arroyo.
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