Unclaimed
Xavier Volatier is an investment advisor representative who is currently registered with Transatlantique Private Wealth LLC in California, New York and Texas. Xavier has been in the industry since December 2009. Xavier's professional experience includes a previous role with CIC LB in Marseille. Xavier is a Series 65 licensed individual who passed the Uniform Investment Adviser Law Examination on March 2, 2017. Xavier focuses on advising high net worth individuals, pooled investment vehicles, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
10/15/2024 - Present
Transatlantique Private Wealth LLC (NEW YORK NY)
IA
Issued 03/02/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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