Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Cadena is an investment advisor representative registered with the state of California. Graham is associated with Cadena Financial Orange County. Graham has been in the industry since December 2013. Graham's firm provides financial planning, portfolio management for individuals and is compensated through fixed fees, hourly charges and a 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.
Comprehensive financial plans to help you achieve your personal and business 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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CA
12/20/2023 - Present
Cadena Financial Orange County (SAN DIEGO CA)
IA
Issued 08/06/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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