Rafael Junqueira Nani (CRD# 7682353) is an Investment Advisor Representative working at Proxy Wealth Advisors LLC in Aventura, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Xp Investments Us, LLC | Miami, FL | Feb 2023 - Current | 1 |
| Larson Accounting Group | Orlando, FL | Jan 2023 - Current | 1 |
| Newest Business Solutions Inc. | Ocoee, FL | Aug 2015 - Current | 8 |
| Pfizer Brasil | Sao Paulo, | Apr 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- FL
-
Total Assets Under Management133MILLIONS
-
Total Number of Accounts666ACCOUNTS
-
Average Account Value$199,399
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, LA, NH, NJ, NY
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