Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mauricio? Claim Your ProfileMauricio U. Assael is a financial advisor registered with IPG Investment Advisors, LLC, and has over 15 years of experience in the financial services industry. Mauricio is a Series 7 and Series 66 licensed advisor. Mauricio has worked for several firms including Wunderlich Securities, Inc., Dominick & Dominick LLC and Atlas One Financial Group, LLC. Mauricio has worked at IPG Investment Advisors, LLC since 2016. IPG Investment Advisors, LLC is an investment advisory firm based in San Diego, California. The firm provides a range of services to individuals, families, businesses, and institutions, including investment management, financial planning, and retirement planning.
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
01/12/2023 - Present
IPG Investment Advisors, LLC (SAN DIEGO CA)
FL
01/21/2015 - 09/13/2016
WUNDERLICH SECURITIES, INC. (Miami FL)
FL
05/04/2009 - 01/26/2015
DOMINICK & DOMINICK LLC (MIAMI FL)
FL
08/30/2007 - 05/19/2009
ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)
BOTH
Issued 07/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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