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 8 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||2|
|Amauta LLC||Washington, DC||Sep 2015 - Current||2|
|Citigroup Global Markets Inc.||Washington, DC||Jun 2007 - Current||10|
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.