Francisco Maza, financial advisor Houston TX

Francisco Maza

CRD Number: 2786574
Current Firm: Alterna Wealth Management, Inc.

Francisco Maza (CRD# 2786574) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in Houston, TX and has over 27 years of experience in the finance industry.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Actinver Securities, Inc. Houston, TX May 2014 - Current 9
Actinver Wealth Management, Inc. Houston, TX May 2014 - Current 9
Actinver Insurance Services, Inc. Houston, TX Feb 2011 - Current 13
Actinver Holdings, Inc. Houston, TX May 2004 - Current 19
Wealth Services, Inc. Houston, TX Sep 2015 - Aug 2019 3
Actinver Securities, Inc. Houston, TX Apr 2013 - May 2014 1
Actinver Wealth Management, Inc. Houston, TX Oct 2007 - May 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Francisco X. Maza
Phone Number: 713-885-9843
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    861
    MILLIONS
  • Total Number of Accounts
    1,019
    ACCOUNTS
  • Average Account Value
    $844,916
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, CA, CO, DE, FL, GA, IN, MN, NV, NY, OR, PA, SD, TN, TX, VA, WA

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