Vicente Ferrera Azarak (CRD# 4313925) is an Investment Advisor Representative working at Advisory Investor Services LLC in Miami, FL and has over 23 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 |
---|---|---|---|
Miura Capital LLC | Miami, FL | Nov 2017 - Current | 6 |
Ais Securities LLC | Weston, FL | Apr 2017 - Current | 7 |
Advisory Investor Services LLC | Miami, FL | Sep 2014 - Current | 9 |
Miura Investment Advisors, Inc. | Miami, FL | Apr 2018 - Apr 2021 | 3 |
Global Investor Services | Miami, FL | Apr 2011 - Nov 2017 | 6 |
Hb Asset Management | Miami, FL | Apr 2011 - Jul 2017 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2001 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management195MILLIONS
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Total Number of Accounts273ACCOUNTS
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Average Account Value$713,153
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
FL, NJ
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