Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree Longoria is an Investment Advisor Representative with Dynamic Wealth Advisors. Desiree is registered with the state of Texas. Desiree is a Series 65 licensed advisor, having passed the Uniform Investment Adviser Law Examination. The advisor's experience includes roles at Dynamic Wealth Advisors, Independent Insurance Agent, and Ruben Hinojosa Elementary School. Desiree's firm Dynamic Wealth Advisors is an independent registered investment advisor (RIA) based in Phoenix, Arizona. The firm focuses on providing a range of investment advisory services, including financial planning, portfolio management, and educational seminars. Dynamic Wealth Advisors serves a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. The firm has a history of providing quality investment advisory services and has a team of experienced professionals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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TX
03/23/2020 - Present
Dynamic Wealth Advisors (McALLEN TX)
IA
Issued 10/28/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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