Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Jimena Montes de oca is an Investment Advisor Representative for IPG Investment Advisors, LLC located in San Diego, California. Maria has been in the financial services industry since January 24, 2010, and holds the Series 66, Series 7, and Series 11 licenses. Maria is a registered Investment Advisor Representative in California and is also registered as a Registered Representative in California. In addition to her work at IPG Investment Advisors, LLC, Maria also provides administrative functions for Blue Point, LLC, a Delaware LLC acting as a general partner of the IPG Monroe Fund.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
May select advise on and/or offer private funds and limited partnerships and/or provide family office services
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.
Earned based on transactions or products sold.
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.
Family office, service , finder's fees $ 12b1 fees via afflt
1
2
CA
01/11/2023 - Present
IPG Investment Advisors, LLC (SAN DIEGO CA)
BOTH
Issued 06/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2010
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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