Alberto Ramos AlatorreCRD Number: 3083781
Current Firm: Actinver Wealth Management, Inc.
Alberto Ramos Alatorre (CRD# 3083781) is an Investment Advisor Representative working at Actinver Wealth Management, Inc. in San Antonio, TX and has over 18 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Hackett Financial Group, LLC
Wealth Watch Advisors, LLC
|Actinver Securities, Inc.||Houston, TX||Apr 2016 - Current||< 1|
|Actinver Wealth Management, Inc.||Houston, TX||Mar 2014 - Current||3|
|Optima Capital Management, Inc.||San Antonio, TX||Jan 2012 - Current||5|
|Self Employed||Guadalajara,||Jan 2003 - Dec 2011||8|
|Universidad Panamerica||Guadalajara,||Jul 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Total Assets Under Management320MILLIONS
Total Number of Accounts160ACCOUNTS
Average Account Value$2,000,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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