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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Aguirre ojeda is an Investment Advisor Representative with Bulltick Wealth Management, LLC. Adrian is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to conduct business in Florida and Texas. Adrian has been in the financial services industry since 1990. Adrian specializes in portfolio management for individuals, businesses, and pooled investment vehicles, and offers financial planning and investment consulting 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
10/21/2024 - Present
Bulltick Wealth Management, LLC (MIAMI FL)
Active
Inactive
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