Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felipe? Claim Your ProfileFelipe Juan antonio Colon is an investment advisor representative associated with Belpointe Asset Management LLC. Felipe has been in the industry for over 15 years and holds the Series 66, Series 7, and SIE licenses. Felipe specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. His firm manages assets for a range of clients including individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Felipe has previously been associated with firms such as LPL Financial LLC and Wells Fargo Clearing Services, 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.
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.
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.
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NV
02/18/2020 - Present
Belpointe Asset Management LLC (RENO NV)
FL
06/27/2019 - 12/05/2019
LPL FINANCIAL LLC (SARASOTA FL)
FL
12/20/2007 - 07/08/2019
WELLS FARGO CLEARING SERVICES, LLC (SARASOTA FL)
BOTH
Issued 02/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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