Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Samaniego Perez is an Investment Advisor Representative with Creativeone Wealth, LLC. Abraham has been in the industry since October 2013. Abraham is licensed to provide investment advice in Washington. Abraham is a registered representative and holds the Series 65 license. Abraham is also an owner of Narrativ Retirement, LLC where Abraham provides insurance and investment advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
WA
06/27/2023 - Present
Creativeone Wealth, LLC (BELLEVUE WA)
IA
Issued 09/17/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Abraham Perez is the right advisor for you? Invested Better is here to help.
