Miguel Sosa (CRD# 1062639) is an Investment Advisor Representative working at Premia Global Advisors, LLC in Coral Gables, FL and has over 40 years 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 |
|---|---|---|---|
| Premia Global Advisors, LLC | Coral Gables, FL | Jan 2016 - Current | 8 |
| Global Investor Services | Miami, FL | Jan 2016 - Jan 2020 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, FL | Jun 1982 - Jan 2016 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1983 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- FL
-
Total Assets Under Management261MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$4,013,116
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL
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