Jose Cova (CRD# 6219273) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has over 7 years of experience in the finance industry.
CRD# 4581254
Ubs Financial Services Inc.
CRD# 6574947
First Horizon Advisors, Inc.
CRD# 4373575
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Activest Wealth Management | Aventura, FL | Jan 2015 - Current | 9 |
| Unemployed (in Between Jobs) | Miami, FL | Sep 2014 - Dec 2014 | < 1 |
| Ia Capital Management | Miami, FL | Apr 2014 - Aug 2014 | < 1 |
| University Of Miami | Coral Gables, FL | Aug 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- FL
-
Total Assets Under Management613MILLIONS
-
Total Number of Accounts925ACCOUNTS
-
Average Account Value$663,098
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
DE, FL, MA, NJ, NY, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.