Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rafael Mejia is an investment advisor representative registered with the state of Florida and currently associated with WE Family Offices. David is based in CORAL GABLES, FL. David has been in the industry for over 10 years and has experience in financial planning, selection of other advisors, and portfolio management for individuals. David holds a Series 65 license. Prior to joining WE Family Offices, David worked at SAAGA Family Wealth, Trillium Trading and Hartfield, Titus & Donnelly.
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
01/01/2025 - Present
WE Family Offices (CORAL GABLES FL)
IA
Issued 04/26/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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