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German Miguel Chaves

Arkadios Wealth Advisors

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About German Miguel Chaves

German Miguel Chaves is a registered investment advisor representative with Arkadios Wealth Advisors. German has been in the financial services industry since 2017 and has a Series 66, SIE, and Series 7 license. German holds a specialization in 1, 2, and 6. German has previously worked at MML Investors Services, LLC and UBS Financial Services Inc. Arkadios Wealth Advisors is a registered investment advisor firm with offices in Atlanta, GA. The firm provides financial planning, portfolio management for individuals, and pension consulting services to a wide range of clients.

Firm Information

German Chaves is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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German Chaves’s Registration & Firm History

PR

02/14/2019 - Present

Arkadios Wealth Advisors (San Juan PR)

PR

08/09/2018 - 12/11/2018

MML INVESTORS SERVICES, LLC (SAN JUAN PR)

PR

08/17/2011 - 01/25/2013

UBS FINANCIAL SERVICES INC. (SAN JUAN PR)

PR

08/17/2011 - 01/25/2013

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)

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Licenses & Designations

BOTH

Issued 09/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for German Miguel Chaves.
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