安全信息
FINRA...
LMP状态:无效受监管者:
SEC
LMP状态:无效受监管者:
每個的規定有咩唔同
牌照
甲級牌照
由全球知名监管机构颁发，这些许可证通过严格的合规性、资金隔离、保险和定期审计，确保最高程度的交易者保护。争议解决和遵守 AML/CTF 标准进一步提高了安全性。
B 級牌照
由受尊敬的区域监管机构授予，这些许可证提供强大的安全措施，例如资金隔离、财务报告和补偿计划。虽然没有等级 1 那么严格，但它们提供可靠的区域保护。
C 級牌照
由新兴市场的监管机构颁发，这些许可证提供基本保护，例如最低资本要求和 AML 政策。监管较不严格，因此交易者应谨慎行事并验证安全措施。
D 級牌照
来自监管最少的司法管辖区，这些许可证通常缺乏关键保护，例如资金隔离和保险。虽然它们对运营弹性很有吸引力，但它们对交易者构成较高的风险。
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公司資料
了解 Sendero Wealth Management
公司資料
了解 Sendero Wealth Management
Founded in 2008 and based in San Antonio, Texas, Sendero Wealth Management operates as a fiduciary, committed to providing objective and customized financial advice. The firm's mission is to serve as a trusted advisor, helping clients achieve their financial goals with clarity and confidence. Their services encompass a wide range of wealth management needs, including investment strategy, financial planning, estate planning, risk management, and family office services, all tailored to the complex needs of affluent clients.
行业
- 金融 财富管理主要
- 金融 财务咨询
- 金融 其他服务
联络
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社交
评论
重点评论
回顾分析
A
Emmanuel Okon
直接
优秀
Overall Thought
Sendero Wealth Management exceeded my expectations with their exceptional financial guidance. Their personalized approach and expert advice helped me navigate complex investment decisions with confidence. I'm truly impressed with their professionalism and commitment to my financial well-being.
ส.ค. 30, 2023
Mirian Molokwu
直接
优秀
Overall Thought
Sendero Wealth Management exceeded my expectations. Their personalized approach truly sets them apart. They listened attentively to my financial goals and crafted a tailored strategy. I appreciate their professionalism and dedication to helping me secure a brighter financial future. Highly recommend!
ส.ค. 27, 2023
seun Akinfemiwa
直接
优秀
Overall Thought
Sendero Wealth Management offers an exceptional financial management service that I thoroughly appreciate. The customer service is of the highest quality, and I enthusiastically recommend their services to anyone seeking assistance with financial management.
ส.ค. 27, 2023
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