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Sergio Federico Abarca fuente

Personal Financial Partners

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About Sergio Federico Abarca fuente

Sergio Federico Abarca fuente is a financial advisor with Personal Financial Partners. Sergio is registered as a financial advisor in the District of Columbia, Maryland, Texas and Virginia. Sergio has been in the financial services industry for 5 years. Sergio is a Certified Financial Planner and has earned the Series 7, Series 66 and SIE licenses. Sergio is a well-respected member of the financial community and is committed to providing his clients with the highest level of service and expertise. Sergio's expertise lies in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Sergio is also affiliated with Edward Jones.

Firm Information

Sergio Abarca fuente is currently registered with Personal Financial Partners. Personal Financial Partners is a financial advisory firm offering financial planning, pension consulting, and portfolio management services for individuals and businesses. They also assist clients with selecting other advisors.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sergio Abarca fuente’s Registration & Firm History

MD

09/25/2024 - Present

Personal Financial Partners (CHEVY CHASE MD)

MD

12/21/2018 - 07/25/2024

EDWARD JONES (CHEVY CHASE MD)

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Licenses & Designations

BOTH

Issued 01/18/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/21/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sergio Federico Abarca fuente.
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