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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Olavarri hervella is a registered investment advisor representative with Bulltick Wealth Management, LLC. Miguel has been in the industry since January 20, 2017 and holds the Series 66, Series 7 and SIE securities licenses. Miguel also holds an active registration in both Florida and Texas. Miguel has experience at several firms including Investment Placement Group, MEI New York, Inc. and Crosswell Advisors, LLC. Miguel specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Miguel also provides financial planning and selection of other advisors services.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting 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.
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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2
FL
05/21/2018 - Present
Bulltick Wealth Management, LLC (MIAMI FL)
CA
05/16/2017 - 02/27/2018
INVESTMENT PLACEMENT GROUP (SAN DIEGO CA)
NY
05/25/2015 - 07/31/2015
MEI NEW YORK, INC (NEW YORK NY)
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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