Edward Warner (CRD# 6788013) is an Investment Advisor Representative working at Itau International Securities Inc. in Miami, FL and has over 5 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 |
---|---|---|---|
Itau International Securities | Miami, FL | Oct 2018 - Current | 5 |
Itau Internation Securities | Miami, FL | Sep 2018 - Sep 2021 | 3 |
Banco Itau International | Miami, FL | Sep 2018 - Sep 2021 | 3 |
Itau International Securities | Miami, FL | Apr 2017 - Sep 2018 | 1 |
Banco Itau International | Miami, FL | Apr 2017 - Sep 2018 | 1 |
Banco Itau International | Miami, FL | Aug 2016 - Apr 2017 | < 1 |
Nason & Nason | Coral Gables, FL | Jun 2016 - Aug 2016 | < 1 |
Unemployed | Coral Gables, FL | Jan 2016 - May 2016 | < 1 |
Bm&f Bovespa | Sao Paulo, | Sep 2012 - Dec 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- FL
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$1,923,623
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
FL
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