Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Nicolas Iturregui fuertes is a financial advisor with The Ayco Company, LP. Jose has a registration with the state of New York and has been active in the industry since 2024. Jose specializes in financial planning, portfolio management, and educational seminars. Jose earned a Uniform Combined State Law Examination certificate in 2024. Jose has work experience at Goldman Sachs & Co., Ernst & Young, V2A Consulting, and Colegio San Ignacio de Loyola.
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.
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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NY
09/23/2024 - Present
THE Ayco Company, LP (NEW YORK NY)
Active
Inactive
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