Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Barajas Torres is an Investment Advisor Representative associated with Confidence Wealth Management, LLC. Sergio has been in the industry for 10 years. Sergio is registered with the state of California, Colorado, and Nevada. Sergio has passed the Series 65 Uniform Investment Adviser Law Examination. Sergio is also associated with other firms, Burberry, Givenchy, Tiffany & Co, Stuart Weitzman. Confidence Wealth Management, LLC is a registered investment advisor and provides financial planning services to high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm's assets under management range from $200 million to $500 million.
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.
Guidance on pension options to ensure a secure financial future.
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.
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NV
05/19/2022 - Present
Confidence Wealth Management, LLC (HENDERSON NV)
IA
Issued 05/03/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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