Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Andres Norambuena is an investment advisor representative with WE Family Offices in Coral Gables, Florida. Roberto is licensed to offer investment advisory services in Florida. Roberto holds the Series 65 and the SIE exams. Roberto has worked in the financial services industry since 2013. Roberto has experience with a variety of financial services firms including MAS Services and Tapfin/Ernst & Young. Roberto specializes in providing financial planning and portfolio management services to high-net-worth individuals.
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
07/15/2022 - Present
WE Family Offices (CORAL GABLES FL)
IA
Issued 08/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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