Luiza Bassuma Alonso (CRD# 7338008) is an Investment Advisor Representative working at Bradesco Global Advisors in Coral Gables, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bradesco Global Advisor | Miami, FL | Aug 2023 - Current | < 1 |
| Bradesco Investments | Coral Gables, FL | Feb 2022 - Current | 2 |
| Bradesco Bank | Coral Gables, FL | Feb 2021 - Current | 3 |
| One Sothebys International Realty | Miami, FL | Jun 2020 - Jan 2021 | < 1 |
| Talita Pinheiro Pa | Miami, FL | Aug 2019 - Jun 2020 | < 1 |
| Florida International University | Miami, FL | Aug 2016 - May 2020 | 3 |
| Agua De Coco | Miami, FL | May 2019 - Aug 2019 | < 1 |
| Xp Investments | Miami, FL | Feb 2018 - May 2019 | 1 |
| Unifacs - Universidade Salvador Brazil | Brazil, | Aug 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- FL
-
Total Assets Under Management185MILLIONS
-
Total Number of Accounts1,020ACCOUNTS
-
Average Account Value$181,586
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
FL
About Wealthminder
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 derived from SEC.gov data covering 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.
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.