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Veronica Marcela Fuentes

Audible Wealth Management

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About Veronica Marcela Fuentes

Veronica Marcela Fuentes is a financial advisor at Audible Wealth Management in SILVER SPRING, MD. Veronica Marcela Fuentes has been in the financial industry since 2011 and has earned the Certified Financial Planner and Chartered Financial Consultant designations. Veronica Marcela Fuentes specializes in providing financial planning, portfolio management for individuals, and educational seminars. Veronica Marcela Fuentes has been registered with the Securities and Exchange Commission since 2012 and is currently registered as a Registered Representative in California, Florida, Georgia, Illinois, Maryland, Oregon, and Virginia.

Firm Information

Veronica Fuentes is currently registered with Audible Wealth Management. Audible Wealth Management is a financial advisory firm based in Los Angeles, California. They provide financial planning, portfolio management for individuals, and educational seminars. The firm has 4 licensed agents and advisors and manages over $13 million in regulatory assets. Their clients include high-net-worth individuals and individuals other than high-net-worth.

$13.43M

Assets Under Management

Not reported

Total Clients

2

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bill pay services

Bill pay services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Veronica Fuentes’s Registration & Firm History

MD

05/27/2024 - Present

Audible Wealth Management (SILVER SPRING MD)

MD

11/28/2012 - 04/17/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Rockville MD)

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Licenses & Designations

BOTH

Issued 01/28/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Veronica Marcela Fuentes.
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