Unclaimed
Sven Huber is an Investment Advisor Representative registered with the state of Florida. Sven has been active in the financial services industry since February 2009 and is currently employed by WE Family Offices. Sven Huber is a Series 65 licensed individual who holds the Uniform Investment Adviser Law Examination. Sven Huber's main focus is to provide 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
08/11/2009 - Present
WE Family Offices (CORAL GABLES FL)
IA
Issued 06/29/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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