Jose Roca Dammert (CRD# 7069797) is an Investment Advisor Representative working at Vectorglobal Iag, Inc. in Miami, FL and has over 4 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 |
|---|---|---|---|
| Vectorglobal Wmg | Lima, | Jan 2019 - Current | 5 |
| Independent | Lima, | Oct 2017 - Dec 2018 | 1 |
| Student | Montreal, | Aug 2017 - Oct 2017 | < 1 |
| Independent | Montreal, | Mar 2017 - Jul 2017 | < 1 |
| Student | Montreal, | Jul 2015 - Jul 2017 | 2 |
| Citibank Na / Citigold | Lima, | Jan 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- FL
-
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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