Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Xavier Sanchez gavito is a registered investment advisor representative with IPG Investment Advisors, LLC. Francisco Xavier Sanchez gavito has been in the industry since July 24, 2013. Francisco Xavier Sanchez gavito is currently registered in California and has passed the Series 4, 7, 24, 52, 53, and 66 exams. Francisco Xavier Sanchez gavito specializes in portfolio management for businesses and individuals, as well as portfolio management for pooled investment vehicles. Francisco Xavier Sanchez gavito was previously employed at TCT Securities & Derivatives, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
May select advise on and/or offer private funds and limited partnerships and/or provide family office services
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.
Earned based on transactions or products sold.
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.
Family office, service , finder's fees $ 12b1 fees via afflt
1
2
CA
01/12/2023 - Present
IPG Investment Advisors, LLC (SAN DIEGO CA)
FL
07/25/2013 - 04/01/2014
TCT SECURITIES & DERIVATIVES, LLC (MIAMI FL)
BOTH
Issued 11/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2018
Series 4 - Registered Options Principal Examination
BC
Issued 05/30/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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