Juanita Vega, financial advisor Woodstock IL

Juanita Vega

CRD Number: 4027775
Current Firm: Oneamerica Securities, Inc.

Juanita Vega (CRD# 4027775) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Woodstock, IL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Oneamerica Securities Woodstock, IL Mar 2020 - Current 1
American United Life Woodstock, IL Apr 2019 - Current 2
Mml Investors Services, LLC Downers Grove, IL Nov 2018 - Mar 2020 1
Massmutual Life Insurance Downers Grove, IL Nov 2018 - Mar 2020 1
Country Capital Management Company Bloomington, IL Jul 2016 - Nov 2018 2
Farmer's Insurance Grayslake, IL May 2016 - Jun 2016 < 1
Unemployed Crystal Lake, IL Nov 2014 - Apr 2016 1
Jmv Latam Solutions Crystal Lake, IL Jan 2007 - Nov 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
S63 Uniform Securities State Law Examination Jul 2016
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Juanita M. Vega
Phone Number: 877-285-3863
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    191
    MILLIONS
  • Total Number of Accounts
    1,925
    ACCOUNTS
  • Average Account Value
    $99,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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