Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolie? Claim Your ProfileJolie Tixier is an Investment Advisor Representative at Westwind Capital. Jolie is registered with the state of New Mexico. Jolie has a Series 65 license. Jolie has over 12 years of experience in the financial services industry, with prior roles at Spence Asset Management and New Mexico State University Foundation. Jolie specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Jolie works with a variety of clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NM
11/28/2023 - Present
Westwind Capital (LAS CRUCES NM)
IA
Issued 11/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jolie Tixier is the right advisor for you? Invested Better is here to help.
