Patricia Diaz (CRD# 6779196) is an Investment Advisor Representative working at Consultiva Wealth Management, Corp. in San Juan, PR and has 1 year of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Trade Bridge Capital LLC | Miami, FL | Sep 2023 - Current | < 1 |
Consultiva Wealth Management Corp | Miami, FL | Sep 2023 - Current | < 1 |
Sancus Wealth Management LLC | Miami, FL | Aug 2023 - Current | < 1 |
Folionet Advisors | Miami, FL | Jan 2022 - Jun 2023 | 1 |
Totalbank Curacao | Curacao, | May 2021 - Jan 2022 | < 1 |
Avanza Capital Markets | New York, NY | Sep 2017 - May 2021 | 3 |
Unemployed | Caracas, | Dec 2015 - Aug 2017 | 1 |
Xtravalor Ca | Caracas, | Jan 2012 - Dec 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- FL
-
Total Assets Under Management466MILLIONS
-
Total Number of Accounts143ACCOUNTS
-
Average Account Value$3,260,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CT, DC, FL, GA, NJ, NY, PR, TX
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