Michael RojasCRD Number: 2145760
Current Firm: Financial & Tax Architects, LLC
Michael Rojas (CRD# 2145760) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Chandler, AZ and has over 31 years of experience in the finance industry.
Financial Planning For Generations, Inc.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Financial & Tax Architects, Inc.||St Louis, MO||May 2019 - Current||3|
|Legacy Estate Group||Glendale, AZ||May 2000 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1991|
|S65||NASAA Investment Advisors Law Examination||Apr 2019|
Total Assets Under Management269MILLIONS
Total Number of Accounts528ACCOUNTS
Average Account Value$509,878
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, CT, DC, DE, FL, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA
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