Best Investors Account Sign in
Inactive

Rene Toussaint-Lopez

Finec Asset Management

San Diego, CA

Claim This Profile
Current Employers
Finec Asset Management

402 West Broadway Suite 400, San Diego, CA 92101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-01
TX RA APPROVED_RES 2016-01-21
  • CA RA
    APPROVED
    Since 2026-04-01
  • TX RA
    APPROVED_RES
    Since 2016-01-21

Branch Locations

402 West Broadway Suite 400, San Diego, CA 92101 • 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
Finec Asset Management Llc La Jolla CA 12/2016 06/2019
Finec Asset Management Corp. Panama 01/2017 Present
(Unemployed) Guadalajara 08/2016 12/2016
Finec Asset Management Llc La Jolla CA 12/2016 09/2017
Tauris Derivatives Solutions Sa Geneva 03/2019 Present
Finec Asset Management Llc La Jolla CA 06/2019 Present
  • 12/2016 → 06/2019
    Finec Asset Management Llc
    La Jolla, CA
  • 01/2017 → Present
    Finec Asset Management Corp.
    Panama
  • 08/2016 → 12/2016
    (Unemployed)
    Guadalajara
  • 12/2016 → 09/2017
    Finec Asset Management Llc
    La Jolla, CA
  • 03/2019 → Present
    Tauris Derivatives Solutions Sa
    Geneva
  • 06/2019 → Present
    Finec Asset Management Llc
    La Jolla, CA
Other Businesses

1) ANALYST OF FINEC ASSET MANAGEMENT CORP (A PANAMA-BASED INVESTMENT ADVISOR)SINCE JANUARY 2017. THE COMPANY IS LOCATED AT P.H.F.&F. TOWER, PISO 19, OFICINA 19-D, CALLE 50 Y 56, SAN FRANCISCO, PANAMÁ, PANAMÁ. TIME ALLOCATED: ABOUT 10 HOURS / WEEK. 2) PARTNER SINCE SEPTEMBER 2010 OF PROMOTORA LAS CEIBAS, S.A. DE C.V. - A PROPERTY MANAGEMENT COMPANY (NON-INVESTMENT RELATED) LOCATED AT AV. TEPEYAC 5781-3, ZAPOPAN, JALISCO MEXICO. TIME ALLOCATED: NO TIME IS ALLOCATED TO THIS ACTIVITY, AS HE DOES NOT HAVE ANY SPECIFIC DUTIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-06
S66 Uniform Combined State Law Examination 2013-08-29
  • S65 Uniform Investment Adviser Law Examination
    2018-06-06
  • S66 Uniform Combined State Law Examination
    2013-08-29
Other Names
  • Rene Toussaint-Lopez

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor