Danita RiosCRD Number: 4422971
Current Firm: Vigilare Wealth Management LLC
Danita Rios (CRD# 4422971) is an Investment Advisor Representative working at Vigilare Wealth Management LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.
Financial Planning For Generations, Inc.
Aegis Wealth Partners, LLC
|Vigilare Wealth Management||Scottsdale, AZ||Jul 2019 - Current||3|
|Unemployed||Scottsdale, AZ||Feb 2017 - Jul 2019||2|
|The Veterans Directory||Tempe, AZ||Jun 2015 - Feb 2017||1|
|Rios Trading, LLC||Phoenix, AZ||Feb 2010 - Feb 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Oct 2019|
Total Assets Under Management337MILLIONS
Total Number of Accounts174ACCOUNTS
Average Account Value$1,934,397
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AZ, CA, CO, ID, TX, WA
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