Sergio Hey ColonCRD Number: 6164591
Current Firm: Consultiva Internacional Inc.
Sergio Hey Colon (CRD# 6164591) is an Investment Advisor Representative working at Consultiva Internacional Inc. in Guaynabo, PR and has over 3 years of experience in the finance industry.
Vab Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Euro Pacific Asset Management, LLC
|Consultiva Internacional Inc.||Guaynabo, PR||Dec 2010 - Current||5|
|Consultiva Securities Inc.||Guaynabo, PR||Dec 2010 - Current||5|
|Unemployed||San Juan, PR||May 2010 - Nov 2010||< 1|
|Maui College||Kahului, HI||Oct 2009 - May 2010||< 1|
|Watanabe Farms||Hawaii, HI||Aug 2009 - Oct 2009||< 1|
|Penn State University||State College, PA||Jan 2009 - Jul 2009||< 1|
|Dupont||Richmond, VA||Jun 2008 - Dec 2008||< 1|
|Penn State University||State College, PA||May 2004 - May 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management2,695MILLIONS
Total Number of Accounts158ACCOUNTS
Average Account Value$17,054,472
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DC, FL, LA, MA, NJ, NY, PA, PR, TX
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