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Jose-pablo Buerba

Beverly Hills Private Wealth, LLC

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About Jose-pablo Buerba

Jose-pablo Buerba is an investment advisor representative at Beverly Hills Private Wealth, LLC. Jose-pablo has been in the financial services industry since February 2019 and has a Series 7TO, SIE and Series 66 license. Prior to joining Beverly Hills Private Wealth, LLC Jose-pablo was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jose-pablo specializes in Portfolio Management for Individuals and Businesses, Financial Planning, and Pension Consulting.

Firm Information

Jose-pablo Buerba is currently registered with Beverly Hills Private Wealth, LLC. Beverly Hills Private Wealth, LLC is an investment advisor based in Beverly Hills, California. The firm manages approximately $696 million in assets for 1,097 clients, primarily high-net-worth individuals, corporations, and individuals other than high-net-worth. They provide financial planning, portfolio management, and pension consulting services.
Beverly Hills Private Wealth, LLC

350 S. BEVERLY DRIVE

BEVERLY HILLS, CA 90212

$696.00M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jose-pablo Buerba’s Registration & Firm History

CA

03/27/2023 - Present

Beverly Hills Private Wealth, LLC (BEVERLY HILLS CA)

CA

06/14/2019 - 10/10/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)

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Licenses & Designations

BOTH

Issued 08/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jose-pablo Buerba.
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