Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Felipe Vega is an investment advisor representative at Fisher Investments. Juan Felipe Vega has been in the financial services industry for over 20 years. Juan Felipe Vega has experience working with high-net-worth individuals, corporations, and charitable organizations. Juan Felipe Vega is registered with the state of Florida and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
07/24/2023 - Present
Fisher Investments (PLANO TX)
NJ
07/12/2019 - 01/14/2022
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
FL
03/07/2019 - 07/08/2019
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (TAMPA FL)
FL
03/07/2019 - 07/08/2019
MUTUAL OF AMERICA SECURITIES LLC (TAMPA FL)
FL
08/29/2018 - 10/31/2018
IFS SECURITIES (Tampa FL)
CO
12/03/2015 - 03/07/2018
SCOTTRADE, INC. (WESTMINSTER CO)
CO
07/24/2014 - 11/24/2015
TD AMERITRADE, INC. (DENVER CO)
NY
03/28/2011 - 06/03/2014
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CO
07/16/2007 - 06/02/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
TX
10/26/2005 - 02/27/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IL
07/06/2005 - 10/11/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/03/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CO
07/25/2000 - 01/02/2004
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MN
05/02/2000 - 06/06/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/02/2000 - 06/06/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Juan Vega is the right advisor for you? Invested Better is here to help.
