Leopoldo Reyna Nava (CRD# 7473886) is an Investment Advisor Representative working at Ki Capital Wealth Management Us LLC in San Angel, and has 1 year of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ki Capital Wealth Management Us LLC | Homestead, FL | Oct 2021 - Current | 2 |
| Ixe Financial Group | Mexico City, | Jan 2021 - Oct 2021 | < 1 |
| Grupo Financiero Actinver | Mexico City, | Jun 2018 - Jun 2021 | 3 |
| Grupo Bursatil Mexico | Mexico City, | Oct 2001 - Jun 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- FL
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$322,267
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
FL
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