Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Vielka Burey-Jacas, financial advisor Miami FL
90 score

Vielka Burey-Jacas

CRD Number: 5407578
Current Firm: Fortius Financial Advisors, LLC

Vielka Burey-Jacas (CRD# 5407578) is an Investment Advisor Representative working at Fortius Financial Advisors, LLC in Miami, FL and has 1 year of experience in the finance industry. Vielka Burey-Jacas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Women's Financial Advisory Group Miami, FL Jan 2013 - Current 3
United Healthcare Miami, FL Nov 2011 - Apr 2013 1
Mhn Government Services Miami, FL Dec 2008 - Dec 2012 4
Cela Advisors Miami, FL Jan 2010 - Dec 2010 < 1
Mml Investors Services, Inc. Miami, FL Jul 2008 - Jul 2009 1
Massmutual Life Insurance Company Miami, FL May 2008 - Jul 2009 1
Gibraltar Private Bank Coral Gables, FL Mar 2008 - Dec 2008 < 1
Metlife Securities, Inc. Plantation, FL Apr 2008 - May 2008 < 1
Ameriprise Financial Services,inc Miami, FL Nov 2007 - Mar 2008 < 1
Morgan Stanley & Company Miami, FL Aug 2007 - Nov 2007 < 1
Espirito Santo Bank Miami, FL Jan 2007 - Jul 2007 < 1
Nason & Nason Coral Gables, FL Nov 2006 - Dec 2006 < 1
Banco Bilbao Vizcaya Argentaria Miami, FL May 1998 - Oct 2006 8

Vielka Burey-Jacas has no recent exams reported.
Contact Info for Vielka T. Burey-Jacas
Phone Number: 888-365-7009
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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