Fernando Aguirre De La RosaCRD Number: 6193035
Current Firm: Valic Financial Advisors, Inc.
Fernando Aguirre De La Rosa (CRD# 6193035) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Auburn Hills, MI and has over 3 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|Valic Financial Advisors||Auburn Hills, MI||Dec 2014 - Current||2|
|Hantz Financial Services||Southfield, MI||May 2013 - Dec 2014||1|
|Jersey Giant Subs||Kalamazoo, MI||Mar 2013 - May 2013||< 1|
|Unemployed||Portage, MI||Feb 2011 - Mar 2013||2|
|Western Michigan University||Kalamazoo, MI||Jan 2010 - Dec 2012||2|
|Greenleaf Hospitality Group||Kalamazoo, MI||Aug 2010 - Feb 2011||< 1|
|Unemployed||Portage, MI||Mar 2010 - Aug 2010||< 1|
|Marble Slab||Portage, MI||Sep 2009 - Mar 2010||< 1|
|Kalamazoo Valley Community College||Kalamazoo, MI||Aug 2007 - Jan 2010||2|
|D&w Spartan Stores||Portage, MI||Jan 2009 - Sep 2009||< 1|
|Fed Ex Ground||Kalamzoo, MI||Nov 2008 - Apr 2009||< 1|
|Crystal Car Wash||Portage, MI||May 2008 - Sep 2008||< 1|
|Abercrombie & Fitch||Portage, MI||Jan 2008 - May 2008||< 1|
|Old Country Buffet||Portage, MI||Aug 2007 - Jan 2008||< 1|
|Portage Northern High School||Portage, MI||Aug 2006 - Aug 2007||1|
|Presbyterian Pan American School||Kingsville, TX||Aug 2004 - Aug 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
|S63||Uniform Securities State Law Examination||Sep 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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