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2 advisors near New York, NY
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Jun C
Series 66
New York, NY
Fidare Wealth Solutions LLC
Jun Chen is a financial advisor with Fidare Wealth Solutions LLC in New York, NY. He holds a Series 66 designation and has 10 years of industry experience. Prior to his current role at Fidare Wealth Solutions, he worked at firms including Fidelity Investments and Northwestern Mutual Investment Services LLC. He is also a licensed insurance agent involved in the sale of various insurance products. Fidare Wealth Solutions is an independent advisory firm serving individuals and high-net-worth clients with discretionary investment management and financial planning services. The firm’s investment approach is tailored to client objectives, focusing on asset allocation, time horizon, and risk tolerance, and employs strategies such as dollar-cost averaging and technical analysis.
Eustache C
CFP®, Series 63, Series 65
New York, NY
Fidare Wealth Solutions LLC
Eustache Clerveaux is a CFP®-certified financial advisor with four years of industry experience, currently serving as the sole advisor at Fidare Wealth Solutions LLC. His prior experience includes roles at J.P. Morgan Securities LLC, Hudson Financial Group, and Morgan Stanley. He is a board member and treasurer of the Public-Private Alliance Foundation. Fidare Wealth Solutions is an independent advisory firm providing discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm focuses on tailored investment approaches based on client objectives, employing techniques such as dollar-cost averaging and technical analysis.
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2 advisors near New York, NY
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