Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Morfin vela is a registered representative at IPG Investment Advisors, LLC, a firm headquartered in San Diego, CA. Gerardo has been working in the financial services industry since August 2024 and has a current registration in California. Gerardo is a Series 7TO and SIE license holder, and has been working at IPG Investment Advisors since October 2024. Gerardo has previously held positions with INVESTMENT PLACEMENT GROUP, FULL TIME STUDENT, KENWORTH TRUCK COMPANY, SKYWORKS SOLUTIONS INC., TARIMAS KC, and FULL TIME STUDENT. IPG Investment Advisors, LLC is a financial firm offering a range of investment services, including portfolio management for individuals, businesses, and pooled investment vehicles. The firm provides a variety of compensation arrangements, including fixed fees, commissions, and percentage of assets.
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
10/22/2024 - Present
IPG Investment Advisors, LLC (SAN DIEGO CA)
BC
Issued 08/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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