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402 West Broadway Suite 400, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-07-25 |
Branch Locations
402 West Broadway Suite 400, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Instituto Tecnológico Y De Estudios Superiores De Monterrey | Ciudad De Mexico | 08/2011 | 12/2019 | |
| Seguros Monterrey New York Life | Ciudad De Mexico | 11/2016 | 11/2017 | |
| Deloitte Touce Tohmatsu Limited | Ciudad De Mexico | 01/2019 | 09/2020 | |
| Finec Asset Management Sa De Cv Asesores En Inversiones Independ | Mexico City | 09/2020 | Present | |
| Finec Asset Management Llc | La Jolla | CA | 05/2022 | Present |
Asset Management Analyst for Finec Asset Management SA de CV Asesores en Inversiones Independientes. The company is a regulated financial advisory firm headquartered in Mexico City, Mexico. Duties include anayzing securities and portfolios, and proposing asset allocations. The time dedicated to this endeavors is 20 hours a week. This actually complements the performance as an investment advisor representative since the content of the analysis performed aids making informed and capable assessment in the recommendations. The address is Rubén Darío #281, Piso 8-801, Bosques de Chapultepec, Miguel Hidalgo, CDMX 11580.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-29 |
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