Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernardo? Claim Your ProfileBernardo Marti is an Investment Advisor Representative associated with WE Family Offices, a registered investment advisor located in Coral Gables, Florida. Bernardo has been in the industry since 2022, holding the Series 65 and Series 66 licenses. The advisor is currently registered with the state of Florida as an Investment Advisor Representative.
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.
Personalized portfolio management to meet individual financial objectives.
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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FL
01/01/2025 - Present
WE Family Offices (CORAL GABLES FL)
IA
Issued 07/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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