Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xavier? Claim Your ProfileXavier Abraham Herschberg is an Investment Advisor Representative associated with Bip Wealth, LLC, a firm based in Atlanta, Georgia. Xavier has a Series 65 license and has been in the industry since February 2018. Xavier is a specialist in financial planning, portfolio management for individuals, portfolio management for businesses, and educational seminars. He is a member of the team at Bip Wealth, LLC, which is focused on providing services to high-net-worth individuals and families. Xavier is passionate about helping individuals and families achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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GA
01/07/2020 - Present
BIP Wealth, LLC (Alpharetta GA)
IA
Issued 12/28/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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