Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Maria Asturias-reguera is a registered investment advisor representative with WE Family Offices. Daniela has been with WE Family Offices since June 2016. Daniela holds a Series 65 license and is registered with the state of Florida and New York. Prior to working with WE Family Offices, Daniela worked for Anthropologie in Miami, Florida and Boston College in Boston, Massachusetts.
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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NY
08/28/2021 - Present
WE Family Offices (New York NY)
IA
Issued 11/04/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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