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Jence A. Salas

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CRD#: 4697416
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jence Azucena Salas was a registered financial professional .

Jence is a previously registered financial professional and started their career in finance in 2003. Jence had worked at 5 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 27, 2008 - July 3, 2012

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
QUINCY, MA
Past

June 15, 2007 - July 3, 2012

INVESTACORP, INC.

BD
CRD#: 7684
QUINCY, MA
Past

November 30, 2005 - June 21, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
MESA, AZ
Past

November 30, 2005 - June 21, 2007

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
MESA, AZ
Past

September 10, 2003 - December 1, 2005

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/29/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


IA
INVESTACORP ADVISORY SERVICES INC
INVESTACORP ADVISORY SERVICES INC

CRD#: 109011 / SEC#: 801-57738

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Contact information


Main Address
4400 Biscayne Blvd 11th Floor, Miami, FL 33137
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

INVESTACORP ADVISORY SERVICES, INC. WRAP FEE PROGRAM BROCHURE (6/26/2020)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INVESTACORP ADVISORY SERVICES INC

CRD#: 109011

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