Edward RojasCRD Number: 6193740
Current Firm: 401k Generation
Edward Rojas (CRD# 6193740) is an Investment Advisor Representative working at 401k Generation in Lake Mary, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|401k Generation||Tavares, FL||Jan 2013 - Current||5|
|Paychex, Inc.||Lake Mary, FL||Apr 2004 - Sep 2012||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2014|
Total Assets Under Management10MILLIONS
Total Number of Accounts41ACCOUNTS
Average Account Value$240,902
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, FL, GA, IL, LA, MA, MD, MN, MS, NY, OH, PA, TX, WI