Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Augusto Pachon is an investment advisor representative with We Family Offices, registered in Florida. Cesar has been active in the industry since February 2000 and has worked for several other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cesar holds Series 65, 66, and 7 licenses. Cesar is an experienced advisor specializing in working with high-net-worth individuals and providing financial planning and portfolio management 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.
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
10/01/2003 - Present
WE Family Offices (CORAL GABLES FL)
NY
02/29/2000 - 12/12/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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