Grace Arkalji (CRD# 7086434) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 4 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Efg Capital International Corp | Miami, FL | Jan 2022 - Current | 2 |
Mpga Family Office Investments LLC | Miami, FL | Nov 2021 - Current | 2 |
Cordier Investimentos | Sao Paulo, | Mar 2020 - Current | 4 |
Bank Of America, N.a. | Miami, FL | Apr 2019 - Feb 2020 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami, FL | Mar 2019 - Feb 2020 | < 1 |
University Of Miami | Coral Gables, FL | Jan 2018 - Dec 2018 | < 1 |
Confeccoes New Max Ltd | Sao Paulo, | Jun 2017 - Jan 2018 | < 1 |
University Of Miami | Coral Gables, FL | Aug 2013 - May 2017 | 3 |
Safra National Bank Of New York | New York, NY | May 2016 - Aug 2016 | < 1 |
Safra National Bank Of New York | Miami, FL | May 2015 - Jul 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2019 |
- FL
-
Total Assets Under Management1,512MILLIONS
-
Total Number of Accounts714ACCOUNTS
-
Average Account Value$2,117,488
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, DE, FL, NY
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