Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmel? Claim Your ProfileCarmel John Spiteri is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. in San Diego, California. Carmel has been in the financial services industry since 2009. Carmel is registered with the state of California. Carmel offers financial planning and portfolio management services to individuals and businesses. Carmel is also a licensed instructor for the California Association of Realtors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
05/05/2014 - Present
Cambridge Investment Research Advisors, Inc. (San Diego CA)
IA
Issued 09/22/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Carmel Spiteri is the right advisor for you? Invested Better is here to help.
