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Carlos D
Series 65
Portland, OR
Next Play Wealth
Carlos Donat Arjona is a financial advisor at Next Play Wealth in Portland, OR, holding a Series 65 credential with two years of industry experience. His prior work includes roles at ROI Financial Advisors and involvement with CADOAR Enterprises, LLC. Next Play Wealth provides discretionary portfolio management and financial planning services, with a focus on tactical allocation strategies across various asset classes. The firm offers pension advisory services, including fiduciary compliance reviews and plan-level recommendations, combining institutional management with direct client planning options.
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