Francisco Guia (CRD# 2603855) is an Investment Advisor Representative working at Vista Alta Investments in Coral Gables, FL and has over 26 years of experience in the finance industry.
CRD# 4291556
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6814558
Primerica Advisors
CRD# 4532747
Itau International Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vista Alta Investments LLC | Miami, FL | Feb 2017 - Current | 7 |
| Axa Advisors, LLC | New York, NY | Sep 1999 - Dec 2017 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- FL
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$2,594,189
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
FL
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