Francisco Anguita VelizCRD Number: 5347430
Current Firm: Amauta Financial
Francisco Anguita Veliz (CRD# 5347430) is an Investment Advisor Representative working at Amauta Financial in Alexandria, VA and has over 7 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Lpl Financial LLC||Washington, DC||Oct 2015 - Current||1|
|Amauta LLC||Washington, DC||Sep 2015 - Current||1|
|Citigroup Global Markets Inc.||Washington, DC||Jun 2007 - Current||9|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Oct 2015||< 1|
|Morgan Stanley Smith Barney||Washington, DC||Jun 2009 - Oct 2015||6|
|Ubs||Washington, DC||May 2007 - Jun 2007||< 1|
|Unemployed||Alexandria, VA||Dec 2006 - May 2007||< 1|
|School||Washington, DC||Sep 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, MD, VA
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