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Veronica (sanchez) Cardenas

Cardenas Asset Management, LLC

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About Veronica (sanchez) Cardenas

Veronica Cardenas is a registered investment advisor representative with Cardenas Asset Management, LLC. Veronica has been in the industry since 1989, previously working at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Veronica is registered with the states of Florida, Illinois, Indiana, and Texas. Veronica's current registrations are with Cardenas Asset Management, LLC, which is based in Chicago, Illinois. The firm specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Cardenas Asset Management, LLC is a fee-only investment advisor firm that charges a percentage of assets for its services. The firm has a total of 356 clients, with approximately $107 million in assets under management.

Firm Information

Veronica Cardenas is currently registered with Cardenas Asset Management, LLC. Cardenas Asset Management, LLC is an investment advisor based in Illinois with $107,270,112 in regulatory assets under management. The firm offers financial planning and portfolio management services to high-net-worth individuals, corporations, and other businesses, charitable organizations, and individuals.

$107.27M

Assets Under Management

Not reported

Total Clients

1

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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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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percentage of assets

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

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Veronica Cardenas’s Registration & Firm History

IL

01/14/2003 - Present

Cardenas Asset Management, LLC (CHICAGO IL)

NY

05/23/1989 - 06/02/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/14/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Veronica (sanchez) Cardenas.
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