Edmundo Garza (CRD# 2159416) is an Investment Advisor Representative working at Consultiva Wealth Management, Corp. in San Juan, PR and has over 22 years of experience in the finance industry.
CRD# 6103654
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5204687
Freedom Advisory
CRD# 2247329
Popular Securities, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Huntleigh Securities Corporation | St. Louis, MO | Jul 2016 - Current | 7 |
| Consultiva Wealth Management Corp | San Juan, PR | Oct 2000 - Current | 23 |
| Interamerican University Of Pr | Rio Piedras, PR | Jul 1988 - Current | 35 |
| Fairbridge Capital Markets | Guaynabo, PR | Aug 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2002 |
| S63 | Uniform Securities State Law Examination | Jan 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PR
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Total Assets Under Management466MILLIONS
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Total Number of Accounts143ACCOUNTS
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Average Account Value$3,260,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CT, DC, FL, GA, NJ, NY, PR, TX
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