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Maria Ivonne Juraidini

Invex Advisors LLC

Coral Gables, FL

Dallas, TX

CRD 7269498

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Employer firm

Invex Advisors LLC CRD 164519

$759M regulatory AUM 84 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • AN OPEN-END FUND INCORPORATED IN THE CAYMAN ISLANDS

From the firm’s Form ADV. Read the guides:

Current Employers
Invex Advisors Llc

2 Alhambra Plaza Ste. Ph Ii, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-11-09
  • FL RA
    APPROVED
    Since 2021-11-09

Branch Locations

2 Alhambra Plaza Ste. Ph Ii, Coral Gables, FL 33134 • United States

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Harbor Group Llc Irving TX 09/2019 02/2020
Southern Methodist University Dallas TX 08/2015 05/2019
Student Queretaro 06/2019 08/2019
Invex Llc Coral Gables FL 03/2020 05/2024
Invex Advisors Llc Coral Gables FL 10/2021 Present
Invex Llc Coral Gables FL 05/2024 Present
  • 09/2019 → 02/2020
    Harbor Group Llc
    Irving, TX
  • 08/2015 → 05/2019
    Southern Methodist University
    Dallas, TX
  • 06/2019 → 08/2019
    Student
    Queretaro
  • 03/2020 → 05/2024
    Invex Llc
    Coral Gables, FL
  • 10/2021 → Present
    Invex Advisors Llc
    Coral Gables, FL
  • 05/2024 → Present
    Invex Llc
    Coral Gables, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-25
  • S66 Uniform Combined State Law Examination
    2021-08-25

View on SEC IAPD

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Nearby Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
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Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

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