Veronica Aguirre, financial advisor Pasadena CA

Veronica Aguirre

CRD Number: 2506533
Current Firm: Raymond James & Associates, Inc.

Veronica Aguirre (CRD# 2506533) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Pasadena, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Pasadena, CA May 2020 - Current < 1
Ubs Financial Services Inc. Los Angeles, CA Jan 2009 - Apr 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Dec 2000
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Veronica H. Aguirre
Phone Number: 727-567-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    242,536
    MILLIONS
  • Total Number of Accounts
    758,159
    ACCOUNTS
  • Average Account Value
    $319,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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