Maria Luisa Bernaldo De Quiros

Current Employers

Employment History

• 04/2001 → Present
  Summa Corp.
  The Woodlands, TX
• 01/2001 → Present
  Summa Holdings, Inc.
  The Woodlands, TX
• 02/2014 → 12/2019
  Insight Securities, Inc.
  The Woodlands, TX

Other Businesses

SUMMA ASSET MANAGEMENT LOCATED AT PH PRIME TOWER PISO 12 C1, CALLE LA ROTONDA Y CALLE TRANSVERSAL Y H1, COSTA DEL ESTE, PANAMA, REP DE PANANA. SUB-ADVISOR FOR A PANAMANIAN INVESTMENT ADVISORY FIRM. MY DUTIES INCLUDE PROVIDING RECOMMENDATIONS FOR INDIVIDUAL ACCOUNTS, PROVIDING GENERAL INVESTMENT ADVICE, REVIEWING INVESTMENT ALTERNATIVES AND PROVIDING ASSET ALLOCATION RECOMMENDATIONS. I APEND APPROXIMATELY 16 HOURS A WEEK DURING TRADING HOURS AND IT IS INVESTMENT RELATED. CO-OWNER OF COMMERCIAL REAL ESTATE LOCATED AT OSCAR WILD #9 MEXICO CITY, MEXICO. I CO-OWN THE PROPERTIES WITH MY BROTHERS. I HAVE AN ADMINISTRATOR WHO TAKES CARE OF THE BUSINESS ASPECT OF RENTING THESE PROPERTIES AND I RECEIVE APPROXIMATLEY $5000/MONTH OF RENTAL INCOME. IT IS NON-INVESTMENT RELATED AND APPROXIMATELY 1 HOUR A MONTH IS DEVOTED TO THE BUSINESS AND ARE DURING NON SECURITIES TRADING HOURS. SOLE PROPRIETOR OF SUMMA REALTY LLC, 2 RHAPSODY BEND DR., THE WOODLANDS, TX 77382. SPEND 1 HOUR PER MONTH ON COMMERCIAL RENTAL PROPERTY RECEIVING APPROXIMATLEY $2900 A MONTH. BDQ Realty LLC. Receive approx 25k per year from rental income on medical building. 16% participation through Malu Trust. I am the general manager and spend approx. 2 hours per month on this business

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-02-26

Other Names

• Malu Mckee
• Malu Bernaldo De Quiros
• Maria Luisa Mckee
• Maria Luisa Bernaldo De Quiroz
• Malu Bernaldo De Quiroz
• Maria L Bernaldo
• Malu Bernaldo