Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felipe? Claim Your ProfileFelipe Baeza is an Investment Advisor Representative with Gradient Advisors, LLC. Felipe is licensed in Indiana. Felipe has been in the financial services industry for over two years. Felipe holds a Series 65 license and has experience in financial planning, pension consulting, and portfolio management for businesses and individuals. Felipe also works as a Finance Manager for Caris Financial Holdings, as an Insurance Agent for American Senior Benefits, and as a consultant for Baeza Financial Solutions, LLC.
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.
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.
Referral fees
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MN
01/02/2025 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
IA
Issued 08/15/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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