Jose Penafiel (CRD# 6385865) is an Investment Advisor Representative working at Credicorp Capital Advisors LLC in Miami, FL and has over 9 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 |
---|---|---|---|
Credicorp Capital LLC | Miami, FL | Dec 2022 - Current | 1 |
Credicorp Capital Chile | Santiago, | Oct 2021 - Nov 2022 | 1 |
Sura Asset Management Chile | Santiago, | Dec 2016 - Sep 2021 | 4 |
Banco Santander Chile | Santiago, | Jul 2015 - Dec 2016 | 1 |
Unemployed | Woodland Hills, CA | May 2015 - Jul 2015 | < 1 |
Steel Peak Wealth Management, LLC | Woodland Hills, CA | Aug 2014 - Apr 2015 | < 1 |
Unemployed | Los Angeles, CA | Apr 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- FL
-
Total Assets Under Management695MILLIONS
-
Total Number of Accounts186ACCOUNTS
-
Average Account Value$3,734,497
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, SD
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