Juan Acosta GuemesCRD Number: 6904269
Current Firm: Fdi Wealth Management, LLC
Juan Acosta Guemes (CRD# 6904269) is an Investment Advisor Representative working at Fdi Wealth Management, LLC in Miami, FL and has over 5 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Fdi Wealth Management, LLC||Miami, FL||Feb 2018 - Current||5|
|Financial Design International SA||Buenos Aires,||Aug 2017 - Current||5|
|Iskander Inc.||Miami, FL||Apr 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2018|
Total Assets Under Management16MILLIONS
Total Number of Accounts69ACCOUNTS
Average Account Value$234,757
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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