Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Menachem Kestin is an investment advisor representative at Aliya Capital Partners LLC. Ross has been in the industry since 2007. Ross is registered in Florida as an investment advisor representative. Ross is also a Series 65 holder, having passed the Uniform Investment Adviser Law Examination in October 2015. Aliya Capital Partners LLC is an investment advisor firm that specializes in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm has a total of 133 client accounts with $1,004,902,217 in assets under management.
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.
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.
1
2
FL
01/01/2025 - Present
Aliya Capital Partners LLC (MIAMI FL)
IA
Issued 10/08/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Ross Kestin is the right advisor for you? Invested Better is here to help.
