Claudia Batlle (CRD# 2089161) is an Investment Advisor Representative working at Vectorglobal Iag, Inc. in Miami, FL and has over 12 years of experience in the finance industry. Claudia Batlle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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 |
|---|---|---|---|
| Claudia M.p. Batlle, Cfp (r) LLC | Miami, FL | Jun 2019 - Current | 4 |
| Fpmi Llc Dba Fpw International | Miami, FL | Oct 2018 - Current | 5 |
| Claudia M.p. Batlle, Cfp (r) LLC | Miami, FL | Sep 2017 - Current | 6 |
| Vectorglobal Iag | Miami, FL | Jan 2012 - Current | 12 |
| Vectorglobal Wmg | Miami, FL | Jan 2011 - Current | 13 |
| Fundacion Manos Del Sur | Miami, FL | Oct 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- FL
- TX
-
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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