Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carles? Claim Your ProfileCarles Morera Rosell is an Investment Advisor Representative with WE Family Offices, located in CORAL GABLES, FL. Carles has been in the industry since April 2018. Carles has passed the Series 65 and Series 63 exams, as well as the SIE Exam. Carles is currently registered with the state of Florida as an Investment Advisor Representative. Carles specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers.
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)
BC
Issued 01/28/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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