Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yajaira? Claim Your ProfileYajaira Ortiz-wilson is an investment advisor representative with Vanguard Advisers, Inc., based in Washington, DC. Yajaira has been in the industry since 2016 and holds the Series 7TO, Series 66, and SIE licenses. Yajaira specializes in providing financial planning, portfolio management for businesses and individuals, and selecting other advisors. Yajaira also works with pooled investment vehicles.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
03/27/2023 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BOTH
Issued 03/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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