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Jose Jacobo Finkelstein

Activest Wealth Management, LLC

Aventura, FL

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Current Employers
Activest Wealth Management, Llc

20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-06-03
  • FL RA
    APPROVED
    Since 2025-06-03

Branch Locations

20900 Ne 30 Avenue Suite 311, Aventura, FL 33180 • 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
Futura Asset Advisors Llc Coral Gables FL 10/2020 Present
Insight Securities Inc. Coral Gables FL 06/2017 07/2021
Milleglory S.A. De Cv Mexico D.F. 04/2009 05/2017
Activest Wealth Management, Llc Aventura FL 04/2025 Present
Previous Registrations
Other Businesses

Pupicko LLC; non-investment related; 10666 NW 10th CT, Miami, FL 33138; Fee Collection; Authorized Member since April 2022; less than 5% of time spent on this activity, none of which is during securities trading hours, duties include filing taxes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-24
  • S65 Uniform Investment Adviser Law Examination
    2021-02-24

View on SEC IAPD

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