Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Marcelo Perez is an investment advisor representative with Alhambra Investment Management LLC. Juan is registered with the state of Florida. Juan is also an Investment Advisor Representative with the firm. The firm manages approximately $265,530,052 in assets. The majority of Alhambra Investment Management LLC's clients are high-net-worth individuals and individuals other than high-net-worth individuals. Juan holds a Series 65 license. Juan has been in the industry since June 2007. Juan also has a background in business consulting, and provides bookkeeping and general consulting services for a company owned by Juan's parents. The services are not investment related.
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.
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
09/12/2007 - Present
Alhambra Investment Management LLC (PALMETTO BAY FL)
IA
Issued 08/21/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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