Carlos Schwarz Kleyman (CRD# 7303648) is an Investment Advisor Representative working at Vectorglobal Iag, Inc. in Miami, FL and has over 3 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Insurance Agent | Mexico, | Sep 2018 - Current | 5 |
| Family Development Project | Playa Del Carmen, Quintana Roo, | Mar 2017 - Sep 2018 | 1 |
| Dk International Group Corp | Hollywood, FL | Nov 2014 - Mar 2017 | 2 |
| Bufete Internacional | Mexico, | May 2014 - Nov 2014 | < 1 |
| Tec De Monterrey | Guadalajara, Jalisco, | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- FL
-
Total Assets Under Management1,381MILLIONS
-
Total Number of Accounts1,650ACCOUNTS
-
Average Account Value$837,114
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, FL, IL, TX
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