Unclaimed
Christopher Ellison baeza is a registered Investment Advisor Representative with IPG Investment Advisors, LLC. Christopher has a Series 65 license and has been in the industry since June 2012. Christopher has experience at UBS, Credit Suisse, and as a self-employed individual prior to working with IPG Investment Advisors, LLC. Christopher is currently registered with the state of California as an Investment Advisor Representative with IPG Investment Advisors, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
May select advise on and/or offer private funds and limited partnerships and/or provide family office services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Family office, service , finder's fees $ 12b1 fees via afflt
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04/27/2023 - Present
IPG Investment Advisors, LLC (GUADALAJARA, JALISCO )
IA
Issued 04/03/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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