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SingerXenos Wealth Management

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United States

Founded in

1985 (40 Years)

Founded

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Security Information

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    What are the differences in regulations for each

    License

    A Grade License

    Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

    B Grade License

    Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

    C Grade License

    Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

    D Grade License

    From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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    Company Information

    Get to know SingerXenos Wealth Management

    For over 27 years, high net worth individuals have trusted Singer Xenos with their financial planning. The Singer Xenos advisory team brings expertise based on decades of experience in financial planning and investment banking, in addition to bankruptcy law, corporate law and estate tax planning law. Singer Xenos clients benefit from this integrated approach to wealth management services, with a comprehensive range of financial services that are designed to meet each client’s unique current and long term goals. South Florida’s most well regarded name in wealth management, Singer Xenos distinguishes itself by providing highly personalized services to a select client base. In addition to offering a high staff-to-client ratio, the firm caters to the specific needs of its customers, providing the services of advisors that are specifically trained and experienced in the unique needs of women, entrepreneurs, international professionals and Spanish-speaking individuals. Nationally renowned for its commitment to client success, Singer Xenos is ranked among the 100 most exclusive wealth advisors by Worth Magazine. The firm is one of the largest independent, fee-based wealth management firms in Florida.

    Industry

    • Financial Other ServicePRIMARY
    • Financial Wealth Management

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