Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Benrey Grinberg is an investment advisor representative with IPG Investment Advisors, LLC, a registered investment advisor based in San Diego, California. Rafael Benrey Grinberg has been in the industry since July 2016 and is currently registered in California and Texas. Rafael Benrey Grinberg holds the Series 66, Series 7, and SIE licenses. Rafael Benrey Grinberg specializes in providing investment advice to individuals, corporations, and pooled investment vehicles. Rafael Benrey Grinberg is also a member of the Investment Committee at the Mingei International Museum.
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)
BOTH
Issued 07/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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