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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isabel? Claim Your ProfileIsabel Malia Yanes is a financial advisor at AGW Capital Advisors, a firm with offices in Tampa, Florida. Isabel Yanes has been in the industry since May 2022. Isabel Yanes specializes in providing investment advice to individuals, businesses, and charitable organizations. Isabel Yanes offers a variety of services, including financial planning, portfolio management, and pension consulting. Isabel Yanes also conducts educational seminars for clients.
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.
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.
Project consulting or analysis
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.
Project based fees
1
2
FL
02/07/2025 - Present
AGW Capital Advisors (TAMPA FL)
Active
Inactive
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