Guillermo Vernet (CRD# 2748034) is an Investment Advisor Representative working at Global Kandor Advisors, LLC in Key Biscayne, FL and has over 19 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Kandor Advisors, LLC | Miami, FL | Oct 2020 - Current | 3 |
| Insigneo Securities, LLC | Miami, FL | Jul 2014 - Oct 2020 | 6 |
| Insigneo Wealth Advisors, LLC | Miami, FL | Aug 2010 - Oct 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- FL
- TX
-
Total Assets Under Management379MILLIONS
-
Total Number of Accounts268ACCOUNTS
-
Average Account Value$1,415,338
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
FL, TX
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