Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Henriquez schemel is a licensed Investment Advisor Representative with Welcy Capital Advisors LLC, a Registered Investment Advisor based in Miami, Florida. Philip has been in the financial industry since 2004 and has a wide range of experience in the Latin American markets. Philip is a member of the Board of Directors for several companies, including Cerámicas Carabobo S.A.C.A, Banco BanCaribe, LWIM Ltd., LW Casa de Valores S.R.L., LW Principal Advisors Ltd., LW LATAM Partners, LLC, BanCaribe Curacao Bank, and Baranka SA. Philip has a Series 65 license and provides a variety of advisory services, including portfolio management for individuals and businesses.
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.
Financial consulting: due diligence on credit worthiness
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.
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.
Consulting fees
1
2
FL
01/01/2025 - Present
Welcy Capital Advisors LLC (MIAMI FL)
IA
Issued 02/16/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Philip Henriquez schemel is the right advisor for you? Invested Better is here to help.
