Jose-Pablo
Buerba
Beverly Hills Private Wealth, LLC
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About this Advisor
Jose-Pablo Buerba is a financial advisor based in Beverly Hills, California, working with Beverly Hills Private Wealth, LLC. Jose-Pablo has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Asap Worldwide, and Beverly Hills Private Wealth, LLC. Jose-Pablo has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jose-Pablo is part of Beverly Hills Private Wealth, LLC, which operates out of Beverly Hills, California. The firm has 9 employees and manages assets totaling $696.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Beverly Hills Private Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Beverly Hills Private Wealth, LLC Brokerage Details
$696,000,000
9
1,097
$634,458
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jose-Pablo Buerba Work History
Beverly Hills Private Wealth, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Asap Worldwide
Disclosures
Please visit the SEC profile of Jose-Pablo Buerba to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beverly Hills Private Wealth, LLC
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
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