Unclaimed
Borja De la fuente is a financial advisor registered with Noesis Capital Management Corp. in Boca Raton, Florida. Borja is a registered investment advisor representative in Florida and has been in the industry since June 2023. Borja holds the Series 65 license and has worked with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Borja specializes in financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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.
A percentage of the total value of assets under management is charged.
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FL
06/04/2024 - Present
Noesis Capital Management Corp. (BOCA RATON FL)
IA
Issued 05/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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