Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Michael Serres is a registered representative of Corient. Drew Michael Serres has been in the securities industry since July 2021. Drew Michael Serres has passed the Uniform Combined State Law Examination. Corient is a registered investment advisor located in Miami, FL. The firm has a total of 476 investment advisor representatives, of which 459 are investment advisor representatives and 3 are investment advisor representatives for other investment advisors. Corient provides portfolio management services to individuals, businesses, pooled investment vehicles, pension and profit-sharing plans, corporations, and other businesses. The firm also offers financial planning, pension consulting, market timing services, publication of periodicals, selection of other advisers, educational seminars, and security ratings. The firm's approximate total assets under management are $118,191,936,095.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
% of assets under advisement
1
2
WA
11/22/2024 - Present
Corient (Seattle WA)
Active
Inactive
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