Rodolfo Dunin (CRD# 4619135) is an Investment Advisor Representative working at Invex Advisors LLC in Coral Gables, FL and has over 9 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invex Advisors LLC | Coral Gables, FL | Oct 2019 - Current | 4 |
| Invex LLC | Miami, FL | Sep 2019 - Current | 4 |
| Seeking Employment | Miami, FL | Aug 2019 - Aug 2019 | < 1 |
| Ubs Financial Services Inc. | New York, NY | Jun 2014 - Jul 2019 | 5 |
| Finantia Usa Ltd | New York, NY | May 2013 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- FL
-
Total Assets Under Management535MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$8,226,877
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Other
FL
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