Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Catalina? Claim Your ProfileCatalina Cadavid is an investment advisor representative with Bbva Global Wealth Advisors, Inc. Catalina is licensed in Florida and Texas. She has been working in the industry since 2000 and has experience working for various firms such as Lloyds Securities, Standard Chartered Securities International, Inc., and Bulltick, LLC. Catalina has earned Series 3, 4, 7, 24, 63, 65, 79, 99, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
FL
05/28/2024 - Present
Bbva Global Wealth Advisors, Inc. (MIAMI FL)
NY
02/25/2014 - 01/18/2023
LLOYDS SECURITIES (NEW YORK NY)
FL
07/12/2010 - 04/27/2012
STANCHART SECURITIES INTERNATIONAL, INC. (MIAMI FL)
FL
05/10/2010 - 07/09/2010
PROGRESS INVESTMENTS LLC (MIAMI FL)
FL
12/17/2004 - 07/09/2010
BULLTICK SECURITIES, LLC (MIAMI FL)
FL
09/27/2004 - 07/09/2010
BULLTICK, LLC (MIAMI FL)
FL
10/04/2000 - 09/24/2004
WALLSTREET ELECTRONICA, INC. (CORAL GABLES FL)
IA
Issued 05/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2000
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2006
Series 3 - National Commodity Futures Examination
BC
Issued 10/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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