Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Ricardo Siri is an investment advisor representative registered in Florida. Julian has been in the industry since November 2014. Julian is currently employed with Investire LLC and has been with the firm since December 2018. Julian is Series 65 and Series 3 licensed. Investire LLC is an investment advisor that provides portfolio management services to individuals, corporations and other businesses. The firm has approximately $45,043,596 of assets under management and has a total of 204 client accounts. Investire LLC charges fees based on a percentage of assets and also charges performance-based fees.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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01/01/2025 - Present
Investire LLC (Buenos Aires )
IA
Issued 11/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2024
Series 3 - National Commodity Futures Examination
Active
Inactive
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