Diogo Holstein (CRD# 5712259) is an Investment Advisor Representative working at Hsbc Securities (usa) Inc. in Miami, FL and has over 11 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 |
|---|---|---|---|
| Hsbc Bank Usa National Association | Miami, FL | Dec 2016 - Current | 7 |
| Hsbc Securities Usa, Inc. | Mimai, FL | Dec 2016 - Current | 7 |
| Brickell Global Insurance, Inc. | Miami, FL | Nov 2015 - Nov 2016 | 1 |
| Brickell Bank | Miami, FL | Jul 2015 - Nov 2016 | 1 |
| Brickell Global Markets, Inc. | Miami, FL | Jul 2015 - Nov 2016 | 1 |
| Brickell Global Advisory, Inc. | Miami, FL | Jul 2015 - Nov 2016 | 1 |
| Espirito Santo Investment Advisors Inc. | Miami, FL | Oct 2012 - Jul 2015 | 2 |
| E.s Financal Services Inc. | Miami, FL | Aug 2009 - Jul 2015 | 5 |
| Espirito Santo Bank Of Florida | Miami, FL | Aug 2009 - Jul 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management3,020MILLIONS
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Total Number of Accounts12,387ACCOUNTS
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Average Account Value$243,838
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