Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Nunez is a registered representative with IPG Investment Advisors, LLC. Stephanie is a licensed advisor in California. Stephanie has been in the financial services industry for over 2 years. Stephanie holds FINRA Series 66, 7 and SIE licenses. Stephanie is affiliated with IPG Investment Advisors, LLC. IPG Investment Advisors, LLC is headquartered in San Diego, California. The firm is a Registered Investment Advisor and specializes in providing investment advisory services to individuals, corporations, high net worth individuals, trusts, insurance companies, pooled investment vehicles, charitable organizations and pension and profit-sharing plans. The firm is a fee-based advisor and their advisory fees are based on a percentage of assets under management, hourly charges, fixed fees, performance-based fees and commission.
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
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CA
06/20/2023 - Present
IPG Investment Advisors, LLC (SAN DIEGO CA)
BOTH
Issued 06/08/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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