Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Natalia? Claim Your ProfileNatalia Hoyos mesa is an investment advisor representative with We Family Offices. Natalia holds a Series 65 license, has been in the industry since June of 2016. Natalia is currently registered with the state of Florida and New York. Natalia has a background in the financial services industry having worked for firms such as Mastec Inc. and Hernandez & Company. Natalia works primarily with high-net-worth individuals, and provides financial planning, portfolio management services for individuals, and selection of other advisors.
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.
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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FL
08/31/2021 - Present
WE Family Offices (CORAL GABLES FL)
IA
Issued 07/24/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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