Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Manuel Duany sarmiento is an investment advisor representative with Sanctuary Advisors, LLC. Ian Manuel Duany sarmiento has been in the industry since May 2014. Ian Manuel Duany sarmiento has a Series 65 license and is registered in Florida. The firm has over 22 billion dollars in assets under management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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FL
02/26/2024 - Present
Sanctuary Advisors, LLC (Miami FL)
IA
Issued 02/21/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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