Maria Teresa Felix Cubero (CRD# 7612503) is an Investment Advisor Representative working at Sierra Capital LLC in Miami, FL and has 1 year 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 |
|---|---|---|---|
| Sierra Capital LLC | Miami, FL | Feb 2022 - Current | 2 |
| Full-time Education / Mba / Study For Cfa Exam | Miami, FL | Dec 2019 - Feb 2022 | 2 |
| International Finance Bank | Miami, FL | Jan 2019 - Dec 2019 | < 1 |
| Universidad De Valencia, Spain And University Of North Carolina | Wilmington, NC | Sep 2015 - Jun 2019 | 3 |
| Sabadell Bank | Miami, FL | Jun 2018 - Aug 2018 | < 1 |
| Colegio Cumbres And Colegio Guadalaviar | Valencia, | Jul 2010 - Jun 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- FL
-
Total Assets Under Management1,425MILLIONS
-
Total Number of Accounts517ACCOUNTS
-
Average Account Value$2,757,186
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
CA, CO, CT, FL, NY, TX
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