Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia J. Naffah is a registered Investment Advisor Representative with We Family Offices. Claudia holds a Series 65 license. Claudia has been in the industry since April of 2015. Claudia also holds a Florida Real Estate Sales Associate license. Claudia's primary practice is focused on providing financial planning and portfolio management for individuals and families.
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
06/26/2015 - Present
WE Family Offices (CORAL GABLES FL)
IA
Issued 06/10/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2015
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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